James K. Couture, PPC

James K. Couture, PPC

Managing Partner & Principal Investment Strategist

Phone: (508) 749-0350
Fax: (508) 519-0285
E-mail:
 

James K. Couture is the Managing Partner and Principal Investment Strategist of the Private Wealth Management Group. Jim works with successful individuals, their families and their businesses. His typical clients are small business owners and c-level executives  whom he helps grow their wealth, protect their wealth and pass their wealth on to the next generation in a both a tax efficient and cost effective manner. His areas of concentration include: 

·Investment manager selection and asset allocation consulting with an emphasis on the use separately
 managed accounts and alternative/ non-correlated assets classes and managers;
·Diversification and hedging strategies for low cost-basis and concentrated stock positions;
·Portfolio hedging and diversification strategies;
·Qualified and Executive-Only retirement plan design and implementation.
 
Jim is a Registered Representative and Investment Advisor Representative of LPL Financial and has passed FINRA sponsored Series 7, Series 66 and Series 31 exam and is registered to conduct securities business in: Alabama, California, Connecticut, Florida, Georgia, Maine, Maryland, Massachusetts, New Hampshire, New York, North Carolina, South Carolina, Rhode Island, and Texas.

Jim previously served on the Massachusetts Board of Directors of the National Association of Insurance and Financial Advisors and the
Board of Directors of Catholic Citizenship. He is a member of the Chamber of Commerce and the Estate & Business Planning Council of Worcester County.
 
Jim attended Brandeis University in Waltham, Massachusetts where he double majored in both Economics and Political Science and is a graduate of St. John's High School is Shrewsbury, Massachusetts. Jim currently lives in Bellingham, Massachusetts with his wife Erin and daughter Caroline. In his spare time, he enjoys golfing and collecting wine.