We are a full-service financial planning, investment management, and insurance firm. We have a comprehensive client engagement process and experience in working with successful professionals & business owners. Each engagement is catered to the individual situation and focuses on the goals of the client. No two engagements are the same, just as no two people are.
Our core focus is on organizing, educating, and managing a client's financial goals. Experience tells us that communication is the essential skill in engagement success. A disciplined approach, individual customization, cutting-edge technology, and an educational mindset are paramount.
Mannix Wealth Management, LLC is a Registered Investment Advisor, with a fee-based philosophy. We do not accept commissions on the sale of financial products and adhere to the fiduciary role.
Everything starts with a conversation. Please contact us to discover if we are a fit.
Jim is a dedicated and experienced financial advisor, planner and investment manager. He founded Mannix Wealth Management, LLC to provide independent, unbiased advice and an elite standard of service. His guiding philosophy is focused on educating his clients and understanding the optimal communication plan for each. He has honed his skills over many years with both traditional wealth management and insurance firms. Jim follows a unique, comprehensive financial planning process; focusing on cash flow and using a goals-based approach. He earned both Series 7 and Series 66 licenses, as well as Life, Disability, and Long Term Care certifications.
University of Notre Dame
Master of Business Administration – Finance
South Bend, IN
Bachelor of Arts – Political Science
Prior to moving to Charlotte, NC and beginning a career in financial advisement in 2006, Jim worked for 6 years at IBM, in a Sales Executive role, in San Francisco, CA. He is originally from Rochester, NY and graduated from McQuaid Jesuit High School.
In his free time, Jim enjoys golf and is an avid sports fan. He is currently serving as President of the Notre Dame Club of Charlotte. He volunteers with various local veterans organizations, as well as John's Toast, benefitting mental health and depression awareness.