📍 Works with clients in Alabama, Florida, Georgia, North Carolina, South Carolina, Tennessee
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Service Pricing
Percentage of Assets (AUM)
0.25% to 0.75%
James White, Jr's Tech Stack
About James White, Jr
FortyTwo Wealth was founded to overcome shortfalls in the existing wealth management model for affluent Real Estate Investors and Business Owners. The number of families looking for traditional and alternative investments, alongside customized reporting and services to help coordinate and manage their portfolio is on the rise. This inspired me to offer a service that frees up my clients to do what they do best. I consider it our utmost responsibility to safeguard clients’ interests by listening, providing thoughtful services, and authentic investment opinions. This is our passion and would love the opportunity to earn your trust
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.