I am a member of the Estate Strategies Group with over 35 years of experience creating unique planning solutions for our clients.  We provide expert advice to high net worth individuals, families and business owners in estate planning and business succession strategies.  We also assist both private and public companies in designing benefits for their highly compensated key executives.

My focus is a holistic plan that should include your investments.  I assist clients in creating asset allocations that are appropriate for them based on their time horizon, risk tolerance and overall planning objectives.  My value proposition is rooted in superior client service.

Professional Certifications/Designations

  • Accredited Estate Planner, AEP®

Awards & Recognition

  • Million Dollar Round Table (Qualifying/Life Member 1994 - 2014, Qualifying Member 1992 - 1993)

Professional Affiliations

  • Member, Palm Beach County Estate Planning Council
  • Member, AALU
  • Member, Northwestern Mutual Forum
  • Member, Estate Strategies Group

Jim Larschan, CFP®

Wealth Management Advisor


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