James Pelletier
MBA
Wedmont Private Capital
Co-Founder
James Pelletier
MBA
Wedmont Private Capital
Co-Founder
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - James Pelletier, MBA
Fee-Only financial planner located in Marlborough, MA, serving clients locally and across the country
James Pelletier is a Marlborough, MA fee-only financial planner. Wedmont Private Capital provides comprehensive and objective financial planning and investment management to help professionals, high-income individuals, and successful retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, James Pelletier is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
James Pelletier is co-founder of Wedmont Private Capital.
Previously, he was Vice President and Private Wealth Advisor within the UHNW division of UBS. Prior to that he served as an advisor to UHNW families at Credit Suisse.
A FORBES recognized financial advisor, James is passionate about working with clients and veterans.
James is a graduate of Bates College and received his MBA from the Carroll School of Management at Boston College.
We are award-winning advisors on a mission to change the way high-net-worth investors receive and pay for sophisticated financial advice.
High-net-worth families face a littany of complicated issues when it comes to managing their finances. The impact of even minor mistakes can have significant and irreversible monetary implications.
But the current model for delivering advice is often incapable of providing the quality of advice that successful families deserve. Too often, successful investors and families are forced to pay exorbitant fees for bad advice, tax-inefficient investment portfolios, and a terrible client experience rife with conflicts.
We believe the industry is in need of a transformative model. One where high-net-worth investors receive the quality advice they deserve for a fair and transparent fee.
This is Wedmont. This is private wealth management built for the future.
Better portfolios, better advice, better fees. Better results.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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James Pelletier is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Wedmont Private Capital is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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James Pelletier Named Forbes Next Gen Best-In-State Wealth Advisors 2019
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Wedmont Private Capital is featured in PR Newswire: "Tech-Enabled Private Wealth Manager Launches for High Net Worth Investors - Wedmont Private Capital Says Goodbye to Traditional Fees and Redefines How Successful Investors Receive Financial Advice"
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James Pelletier is Quoted in Financial Advisor Magazine: "Wedmont Launches HNW Flat-Fee Model With Free Direct Indexing"
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James Pelletier is Quoted on FinancialAdvisorIQ: "UBS, Vanguard Veterans Launch Flat-Fee WM Practice"
Contact James Pelletier
Office Locations:
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Wedmont Private Capital
11 Apex Drive, Suite 300A
Marlborough, MA 01752
