Who We Serve
We serve a diverse set of clientele. With over 30 years of experience, James Sleeper is prepared to advise people in a variety of financial situations with honesty and integrity. We serve clients throughout New York State, New Jersey, Pennsylvania, and Florida.
Individuals
Personal financial growth, retirement planning, and investment strategy advice unique to your individual goals and situation.
Family Trusts
We offer a comprehensive overview of family trusts, how they work, and how to set one up. Manage and protect assets for future generations.
Organizations
Help to ensure your organization is financially healthy, growing, and achieving your objectives. Analyze and strategize with data-driven insights.
Businesses
Create a strategy to help manage your business’ finances, achieve your business goals, and long-term stability.