James White, Jr
Wealth advisory services for high-earning CRE Professionals.
James White, Jr · Atlanta, Georgia
Is this you, James?
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About
FortyTwo Wealth was founded to overcome shortfalls in the existing wealth management model for affluent Real Estate Investors and Business Owners. The number of families looking for traditional and alternative investments, alongside customized reporting and services to help coordinate and manage their portfolio is on the rise. This inspired me to offer a service that frees up my clients to do what they do best.
I consider it our utmost responsibility to safeguard clients’ interests by listening, providing thoughtful services, and authentic investment opinions. This is our passion and would love the opportunity to earn your trust
Who they serve
- Ultra high net worth
- Founders
- Pre-retirees
- Retirees
- Real estate investors
Services
- Alternative Investments
- Charitable Giving
- Tax Strategy
- Real Estate Advisory
- Cash Flow Planning
- Family Office Services
- Estate Planning
Structured record
| Name | James White, Jr |
|---|---|
| Firm | James White, Jr |
| Location | Atlanta, Georgia |
| Fee model | Percentage of Assets (AUM) · Flat Fee/Retainer |
| AUM | $25M - $100M |
| Founded | 2024 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Investment approach | Active management |
| Website | https://www.fortytwowealth.com/ |
| https://www.linkedin.com/in/jameswhitefinancialadvisor/ |
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Specialties
- Real estate investors
- Small business owners
- Retirement planning