James W. Kraft, CPA, CA, MTax, CFP®, TEP, FEA
Vice-President and Head of Business Advisory and Succession Planning
Goal-oriented and collaborative, James thrives on helping affluent business owners articulate their vision through proactive, meaningful conversations. James leads the Business Advisory and Succession Planning team, which provides high net worth business owners in transition with a sophisticated, forward-thinking wealth management plan. Fully aligned with the emphasis Marche Wealth Management Group places on listening, James and his team takes the time to listen, empathize and explore options – and craft innovative and tailored solutions that truly move the needle.
Drawing on more than 25 years of specialized tax, estate and insurance expertise, he offers clients informed insight across ownership succession and exit strategies, and a unique understanding of the financial and emotional complexities of wealth. A sought-after subject matter expert for national print and online media, he contributes to Comment
– a bi-monthly publication of Advocis – and is co-author of The Advisor’s Guide to Business Succession Planning