New Wealth Advisors | About Us

James H. Guarino
CPA/PFS, CFP^®, MST
Senior Wealth Advisor

Mr. Guarino applies more than 24 years experience to his work with newly wealthy clients. Taking a holistic approach to the planning process, Jim crafts solutions that address all relevant financial, investment, business, tax, and family considerations. Jim serves as a "Personal CFO" to high net worth families and family-office clients and has also been requested to moderate family council meetings. Jim's most valuable skill is his ability to actively orchestrate various business, estate, and tax planning transactions on behalf of clients while coordinating with other client advisors.

Expertise

Financial plan design and goal setting
Budgeting and cash flow management
Strategic tax planning, compliance and consulting
Asset allocation and rebalancing strategies
Retirement planning
Estate planning and wealth transfer strategies
Asset protection and risk management strategies
Personal financial reporting
Family and business succession planning
Charitable giving and tax planning strategies
Educational planning
Debt management solutions
Small business consulting
Structuring of ownership interest
Educational seminars for owners and employees

Education

MS — Taxation; Bentley College
BS — Business Administration, Accounting; Merrimack College

Certifications

CPA — Certified Public Accountant, Commonwealth of Massachusetts
PFS — Personal Financial Specialist (AICPA)
CFP® — Certified Financial Planner
Series 65 NASD

Professional Affiliations

American Institute of Certified Public Accountants, including member of the Tax Division and Personal Financial Planning Division
Massachusetts Society of Certified Public Accountants, member of the Personal Financial Planning sub-committee
Financial Planning Association and Massachusetts Chapter of the Financial Planning Association, member of the Consumer Awareness sub-committee
American Institute of Certified Public Accountants Ambassador program

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