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A Disciplined Approach to Wealth Management developed from over 20 years of experience.
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Your Personal CFO ~ We offer personal CFO Services to our High Net Worth clients.
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The Highly Personalized Attention of an Independent Financial Planner.

81 Pondfield Rd.Suite 4
Bronxville, NY 10708
Phone:
  • (914) 793-1213
Fax:
  • (914) 793-0602

Social Security

If you'd like to have a Social Security scenario analysis, please contact us!

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Videos

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Welcome

Invested in Your Future

At James Van Metter & Associates our small size helps us deliver personalized financial service to our clients. It's our aim to take the time to understand each client's unique priorities, then customize a plan to address their goals, ease their concerns and pursue their financial future. Our best investment is always the relationships we create with our clients, friends, and business partners. Contact us today, and let us start investing in you.

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Van Metter Process

To better understand what our process is like, watch the video by clicking on the link below.

Wealth Management Process