JAMES C WANGERIN, CPA/PFS

Overview

James C Wangerin, Cpa/Pfs operates as a sole-proprietorship adviser that serves individual and family clients with a focus on fee-based portfolio management and adviser selection. The practice blends accounting and insurance brokerage services alongside investment management, positioning tax and insurance planning as integrated elements of client relationships. Investment activity centers on pooled public funds — primarily mutual funds — supplemented by allocations to third‑party alternative fund managers through fund‑of‑fund vehicles. The adviser is not an active ESG investor and is not structured as a multi‑state adviser. Service delivery combines discretionary and non‑discretionary mandates and includes consultation and selection of external managers when specialized exposure is needed. Fee billing is on a percentage‑of‑AUM basis, and the firm identifies as a capital allocator that places client assets into both publicly traded pooled products and externally managed alternative vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices