Broker Check

James Ponte

Financial Advisor

480-874-7467

7001 North Scottsdale Road, Suite 2035
Scottsdale, AZ 85253

It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Learn about the planning process

Wealth Management Site

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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Products & Services

Individual Retirement Plans

Business Retirement Plans

Financial Planning Services

Investments

Advisory Programs

Insurance

Education Saving

Gifting or Giving Strategies

Process

We create strategies that are tailored to your needs and goals. Our process of Listening, Planning and Advising requires our understanding of your objectives, needs, values, time horizon, risk tolerance and expectations.  

 

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Values

Trust. Honesty. Integrity. We believe values matter, and it is the foundation of  relationship we establish with our clients. Your journey, goals and plan are our commitment.

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History

Founded in 1937, Waddell & Reed's approach to financial planning has remained simple, genuine and straight-forward: know our clients well, treat them with respect and measure our success by their success.

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Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Retirement Redefined

Around the country, attitudes about retirement are shifting.
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You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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Questions? Let's connect.

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