
Personal CFO Services
We offer a full comprehensive Wealth Management program for our high net-worth clients

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.

Van Metter Process
To better understand what our process is like, watch the video by clicking on the link below.
"We know how hard you have worked and we are here to offer Personal CFO services so you can pursue the life you want.
Jim Van Metter, founder. James Van Metter & Associates