Wealth Advisor

James Anderson

Background & Experience

James Anderson has been meeting his clients where they financially are at present and working diligently to attain their wealth and life objectives for over 33 years. His is a multi-generational practice that, in many cases, includes great grandparents to great grandchildren as his clients.
502-905-5780

101 N. 7th Street
Louisville, KY 40202

 

DAnderson@seacrestwm.com

 

How I Can Help You

Every business relationship begins with trust. Set up a time to meet with James, and learn more about your wealth management options.

You can:

If just starting out on your financial path (accumulation), or just starting out on retirement (spending), request an initial conversation on how best to proceed.
Request a introductory conversation to discuss what you are looking for in your wealth advisor and a possible portfolio review.
Request a current analysis of your financial situation and where you are along the pathway to achieving your goals.

Take The Next Step

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