JAMES VOLPE
jvolpe@redhawkwa.com
702-265-1684
2122 Fort Sanders Street Henderson, NV 89052
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James N Volpe, CPA, thrives on enhancing his clients financial lives. Jim uses tax efficiencies and savings to increase the financial benefits for both his business and individual clients through his CPA tax practice. Jim obtained Series 65 and 7 licenses in 2003, and became insurance licensed in 2004, offering a diverse range of financial solutions to his business clients.
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Jim graduated from University of Cincinnati (go Bearcats!) with a BBA in Accounting. Continuously investing in his financial knowledge, he takes pride in helping to achieve his clients goals. Everyone’s situation is different and not all solutions help all people.
OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
RISK NUMBER
FIDUCIARY PROMISE
