Exit Planning Tools for Business Owners

exitmap professionals

James Norton, CEPA®, AIF®

 Professional ExitMap Planner / Featured

President, Senior Wealth Manager, TAELOS Financial Partners

James Norton, CEPA®, AIF® was named a Forbes 2021 Best-In-State Wealth Advisor. He has a genuine interest in learning people’s stories and the values they embrace. Having spent nearly 20 years in the wealth management industry, he has a deep appreciation for his clients and their family’s goals. Clients often compliment James on his distinct ability to listen carefully to their stories and then, together, they craft successful wealth strategies to help make their aspirations a reality.

The inspiration behind James’s work – both professional and personal- is a constant improvement model. He aspires to be better each day. A 2000 graduate of Kansas State University’s Family Financial Planning Program, James has the preparation and perspective of both education and experience that result in exceptional client relationships. James is an avid outdoorsman who enjoys physical challenges.

Take the FREE 15 minute
Exit Readiness Assessment here.

  • Listing ID: 8062
  • Professional Class: Exit Planner
Contact details

6571 Manorwood Dr Katy, TX 77493USA: Texas - Houston Area,USA: Texas Show phone number james.norton@keatinginc.com https://exitmap.com/pisceswealth/

Contact listing owner
Share this: