James Sullivan, II

In early 2014 I received a call from a friend who was a client of what was then “AJ Amato Wealth Management” informing me of an opportunity to join AJ’s team and learn what it means to be a financial advisor. As a business and economics student at Siena College, I thought I had a good idea of what the career entailed, but after accepting the position I quickly learned that I was unaware of some of the most critical components. 

Being an advisor is far from asset allocation and suggesting strategies based on what may be occurring in the markets or economy. It is being a part of the financial lives of clients. AJ said from day one that we need to care about people’s money more than anyone that doesn’t share their last name. It may be a humorous saying, but it is quite true.

Our team’s differentiator is becoming engrained in the financial lives of our clients and their family in order to provide the best possible advice and service. Client’s never grow out of our services, but rather grow into them as their lives inevitably evolve. This is what I enjoy most about being an advisor – learning your needs and developing strategies to accomplish your goals and dreams. From planning to have a first child, buying a first home, to those transitioning into retirement and planning a legacy for heirs, we are here to guide you. 

In February, 2023 I purchased the practice and became the lead advisor on our team as AJ transitioned into retirement and away from the daily activities. Our strategies and purpose remain constant - to guide you toward the growth and preservation of your meaningful wealth, often across several generations. We look to provide Advice for Life, simplify the complex, and take the mystery out of money and finances using our teams GPS System and Bucket Approach to retirement income planning.

I am fortunate to be in a career that provides me with the ability to speak to, and learn from, so many interesting individuals. I look forward to decades of being a part of your financial family.