Jim Wiley
Senior Vice President, Financial Advisor
AIF®
Contact James
Team Office
James’s Locations
West Conshohocken, PA 19428 (610) 234-2100
About James
Jim has more than 35 years of experience in the financial services industry, including years spent with Morgan Stanley. Throughout his career Jim has helped clients with life planning, coaching them on how to help achieve their vision by leveraging their financial resources and focusing on work-life balance. This led him to form Live Your Vision, LLC in 2009 and enter into a partnership with Wealth Enhancement Group in 2019. Jim is well-versed on the health, wellbeing and the economic issues that are important to retirees, and works to incorporate these concerns into an overall financial strategy.
He enjoys giving back to the community through his involvement with Caron Treatment Center and Child Guidance Resource Center. Jim resides in Wayne, PA with his wife and three sons. He enjoys hiking and mountain biking.
Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.
Education
- BA, Dickinson College and Wharton Executive Education Program
What we’re thinking about
Incentive Stock Options (ISOs): A Complete Guide to How ISOs Work, Vest, and Are Taxed
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.