Wealth & Pension Services Group, based in Atlanta, GA, has brought on its first group member in the state of Florida. James Larson II, Certified Fund Specialist, was formerly a Vice President of Investments with The Mutual Fund Store. Jim will now head up the newest office for Wealth & Pension Services Group in south Florida near the West Palm Beach area. “Jim has a great depth of experience, and we are excited to have him join our team,” William Kring, President of Wealth & Pension Services Group.
William Kring adds, “We have been looking at Florida for some time, seeking an advisor that matches our philosophy of providing excellent client service, trusted advice and a high level of expertise. With the addition of Jim, we can continue to build our services footprint in areas that naturally fit our client residences and lifestyle.”
Jim Larson adds, “I am really pleased to join a proven team of financial experts at a firm where the client’s needs are truly priority number one. The comprehensive wealth management approach that Wealth & Pension Services Group is recognized for will be a very welcome addition to the financial planning needs of the south Florida marketplace.”
Wealth & Pension Services Group is a leader in wealth management and 401k plans in the Atlanta area and southeast. Value-added offerings include their Guardrail Growth Investment strategies for individuals, institutions and 401k plans, Financial View 360 – a one source, up-to date financial hub to organize client investments, banking and other financial data, and FRAME – a Fiduciary Readiness and Management Enhancement process for 401k plans. The firm custodies assets at leading institutions including NFS, TradePMR and TD Ameritrade Institutional.