About Libra Wealth Consultants
Welcome to the Libra Wealth Consultants, your gateway to discovering the driving forces behind our mission, values, and community engagement.
Our Philosophy
Our philosophy is deeply rooted in helping families plan. We believe that a well-orchestrated plan, one that balances a client's assets and income with their values and lifestyle, provides confidence, clarity, and control of the future.
Our Vision
Our vision at Libra is to become the premier source of values-based, ethical financial advice to help people toward building their most meaningful life. We believe wealth results when your resources support and sustain your highest aspirations.
The Libra Wealth Difference
Hablamos Español
We speak Spanish! At Libra Wealth Consultants, we understand the importance of serving a diverse community. Our team is here to help you in your preferred language. You're welcome to contact us in Spanish for personalized financial advice.
Community Involvement
Jim's philanthropic compass guides him beyond financial spreadsheets. His regular blood donations and visionary Giving Tree Fund are just a glimpse of his dedication. He builds and nurtures communities by engaging with esteemed organizations like the Estate Planning Council and the Million Dollar Round Table, especially within its prestigious Executive Court. His commitment to environmental stewardship is evident in his wildlife sanctuary, where diverse creatures find refuge.
Meet The Team
In The Media
The Giving Tree
Inspired by Shel Silverstein's book, "The Giving Tree," Jim created a non-profit that demonstrates selfless acts of kindness, and what it truly means to be generous.
Peace Corps Mission
Learn about Jim's inspiring, fulfilling service to Vietnam in 1968.