Financial Advisor

James J. Cuorato III

Jimmy is the newest addition to the team at Stonecrop as a financial advisor. Stonecrop’s clients will benefit from Jimmy’s 12 years of experience in the financial industry. He believes all financial and investment planning service derives from a strong personal relationship. We can’t serve you if we don’t know you. Jimmy works closely with his clients to develop comprehensive strategies to align client purposes and objectives with their financial resources, leading to a more prosperous life. He believes in a holistic approach to financial planning and partners with other respected professionals in key areas to encompass this holistic approach.

Prior to joining Stonecrop Advisors, Jimmy spent eight years working and developing relationships at Retirement Planning Specialists. During this time at this firm, he was an integral member of the investment committee, while helping the firm and his own clients manage and grow toward their goals. He was responsible for researching market conditions, analyzing fund performance and assisting in the design and composition of the firm’s investment portfolios. Jimmy holds his Series 65 securities license.

Jimmy lives in Warminster with his son Andrew and daughter Emma. In his free time, Jimmy enjoys spending time with his family, working around his home and garden, and being active in his local church.

CONTACT

Schedule a call with us.

 

Advisory services offered through Stonecrop Wealth Advisors, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training.

To see a copy of our SEC form CRS, Customer Relationship Summary, please click here. To see our Form ADV, including our Part 2 Disclosure Brochure, please click here. To see a copy of our Privacy Policy, please click here.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.

© Copyright 2021 Stonecrop Wealth Advisors. All Rights Reserved