![Jim Torrey](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. James M.
Torrey, CPA, is a Senior Wealth Manager at The Watchman Group, Inc. He contributes to the investment decision making process as well as the overall financial planning and tax strategies implemented at the firm level.
Mr. Torrey joined the Watchman Group at the start of 2019 from Cornerstone Advisory, a company he managed and owned for over 30 years.
Along with his long timeclients, Jim brings decades of wealth management experience to the firm.
Postes actifs de Jim Torrey
| Sociétés | Poste | Début |
|---|---|---|
The Watchman Group, Inc.
 The Watchman Group, Inc. Investment ManagersFinance TWG combines fundamental analysis with a low cost, diversified, common sense approach to build investment strategies to meet their clients’ long-term goals. Most strategies are built with a mix of mutual funds, exchange traded funds (ETFs) and individual securities. More importantly, they have no internal or proprietary investments which can lead to conflicts of interest and additional expenses. | Gestionnaire de Portefeuille-Actions | 01/01/2019 |
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
The Watchman Group, Inc.
The Watchman Group, Inc. Investment ManagersFinance TWG combines fundamental analysis with a low cost, diversified, common sense approach to build investment strategies to meet their clients’ long-term goals. Most strategies are built with a mix of mutual funds, exchange traded funds (ETFs) and individual securities. More importantly, they have no internal or proprietary investments which can lead to conflicts of interest and additional expenses. | Finance |
