James Fitts james.fitts@thecolonygroup.com & | Jim is an experienced investment advisor who consults families on inter-generational gifting strategies, family wealth education, governance, and philanthropy. He has extensive experience in assessing personal and business financial positions and advises family-owned businesses on ownership and management succession. Jim’s areas of special expertise include financial, retirement, estate and charitable gift planning; retirement plan distribution strategy; family business transition planning; investment counseling and portfolio design; education funding; tax planning; insurance assessment; cash flow and debt management; and family counseling.

James Fitts

Jim is an experienced investment advisor who consults families on inter-generational gifting strategies, family wealth education, governance, and...

Concord, New Hampshire, United States

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James Fitts’s Emails [email protected]

James Fitts’s Phone Numbers No phone number available.

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James Fitts’s Location Concord, New Hampshire, United States

James Fitts’s Expertise Jim is an experienced investment advisor who consults families on inter-generational gifting strategies, family wealth education, governance, and philanthropy. He has extensive experience in assessing personal and business financial positions and advises family-owned businesses on ownership and management succession. Jim’s areas of special expertise include financial, retirement, estate and charitable gift planning; retirement plan distribution strategy; family business transition planning; investment counseling and portfolio design; education funding; tax planning; insurance assessment; cash flow and debt management; and family counseling.

James Fitts’s Current Industry The Colony

James Fitts’s Prior Industry
Newfound Advisors | Harvest Capital Management | The Colony

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Work Experience

The Colony

Managing Director, Business Owner Services; Senior Family Wealth Advisor

Tue Oct 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

The Colony

Manging Director, Business Owner Services

Tue Oct 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Harvest Capital Management

Managing Director and Chief Planning Officer

Sun Oct 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Newfound Advisors

Managing Partner

Tue Aug 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Sep 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)

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FAQ About James Fitts

James Fitts is located at
Concord, New Hampshire, United States

James Fitts is a
Jim is an experienced investment advisor who consults families on inter-generational gifting strategies, family wealth education, governance, and philanthropy. He has extensive experience in assessing personal and business financial positions and advises family-owned businesses on ownership and management succession. Jim’s areas of special expertise include financial, retirement, estate and charitable gift planning; retirement plan distribution strategy; family business transition planning; investment counseling and portfolio design; education funding; tax planning; insurance assessment; cash flow and debt management; and family counseling. The Colony

James Fitts currently works in the
The Colony

James Fitts specializes in
Jim is an experienced investment advisor who consults families on inter-generational gifting strategies, family wealth education, governance, and philanthropy. He has extensive experience in assessing personal and business financial positions and advises family-owned businesses on ownership and management succession. Jim’s areas of special expertise include financial, retirement, estate and charitable gift planning; retirement plan distribution strategy; family business transition planning; investment counseling and portfolio design; education funding; tax planning; insurance assessment; cash flow and debt management; and family counseling.