Jim Beltz spent 25 years at major national firms before founding James Walter Wealth Management. Most of that time was spent working with business owners and executives, and having built a business himself, he knows what a sale, succession, and a sudden windfall actually feels like from the owner's side of the table.
At James Walter, family isn't a marketing line. Jim's son Andrew and son-in-law Jake work with him, and clients get treated the same way. Straight talk, honest answers, and no decision made until the client understands it.
Jim and his wife Joanne live in Thornton, PA, where they raised their three kids, Andrew, Adra, and Dan. Jim and Joanne spend as much time as they can chasing their grandkids, Lily, Bennett and Cora.