OUR People
Taking care of everything Global experience with a commitment to excellence
Incorporated under David James Wealth Holdings (delivering financial planning advice since 2016), David James Wealth US is led by a senior team with a rich understanding of the challenges you face. Whichever side of the Atlantic you live on, and whichever side you plan to be on long term, we can help you overcome them.
Our advisors are licensed with Blacktower Financial Management (US) LLC. Between us, our team has first-hand experience in the fields of professional sport, performing arts, legal advice and media. Our service is truly global and enables us to provide you with insight and bespoke advice whichever stage you are at.
Across both the UK and the US, our team can take the stresses away and provide peace of mind, leaving you free to live your life.
Meet The Team
James Reiss
BA DipPFS
CEO
Thomas Quinn
Managing Director & US/UK Financial Planner
Kevin Kennard
APFS
Director
Chloe Hoy
Operations Manager
Michael Brown
Paraplanner
An investment in knowledge pays the best interest.
Benjamin Franklin
Do you know you need to
get your finances organized?
Do you know you need to
get your finances organized?
Advisory services in the United States are offered and provided through Blacktower Financial Management (US) LLC, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training and does not imply endorsement by the Securities and Exchange Commission (SEC) or any state. No promises or guarantees are offered that you will attain your financial or investment goals or objectives.