Welcome to Jim Sloan & Associates

Jim Sloan & Associates provides comprehensive wealth management services to select individuals and business owners age 55 or better. 

Our firm is ideally positioned to provide clients with a broad spectrum of capabilities, resources and services, customized to meet your financial and lifestyle objectives. 

Comprehensive Wealth Management is achieved by combining and addressing financial/investment concerns, tax concerns, and business or estate planning concerns, then designing a coherent plan that solves these issues and is easily understood. The plan is then implemented and regularly monitored to ensure that we stay on track and changes are made as needed.

Jim E. Sloan, wealth manager and author, leads the way as the financial quarterback, bringing to the table, investment, insurance, tax and legal professionals to help our clients achieve their financial and retirement goals.

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor

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