Offices in Vero Beach FL & East Rutherford NJ
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With a distinguished, proven track record of 35 years in the financial services industry, Jim's expertise and strategic approach to planning and asset management have won him national recognition. He is often called upon to share his innovative asset planning concepts on a national stage with industry leaders. He brings to the financial services industry a philosophy steeped in the common sense fundamental principle of asset and wealth preservation while simultaneously seeking significant asset growth.
Jim's extraordinary ability to consistently satisfy the planning needs of his clients, as well as his attention to client services, has rewarded him with a loyal following. A veteran practitioner who has mastered all aspects of the financial services industry, Jim has garnered respect and admiration from his distinguished clientele and industry peers alike.
Jim is an active member of the Independent Excellence Group, a highly regarded national think tank comprised of leaders from the financial services arena and insurance professionals. While serving his many and diverse clients across the United States, Jim has been privileged to assist professionals employed by prominent hospitals, Ivy League universities and professional sports teams.
Jim and his spouse of many years, JoAnn, have two adult children, and his home and business practice are located in Vero Beach, Fl. He is well regarded as an active community leader and volunteer for many projects. He is commonly referred to in his community as the “mentor to many and friend to all.”
Jim Merklinghaus
JM Wealth Management
5073 Monroe Circle
Vero Beach, Florida 32967