James Calbi

Background

About James Calbi

IT FEELS GOOD TO ASSIST: • Hardworking men and women who've sacrificed and saved – from doctors, attorneys and other professionals, to business owners and tradespeople. While diverse, most share a need to understand the retirement lifestyle they can afford. • The successful business owner who is challenged daily – to run an enterprise, optimize opportunities, mitigate tax consequences, and achieve a more fulfilling work/family balance. • All clients who value my ability to "keep things simple." Rather being too analytical, I prefer to help them understand what I do – that comprehensive wealth management can optimize distinct aspects of their financial picture. WHAT DO I BELIEVE? • An advisor's integrity, transparency and sincerity are their greatest attributes. • Having a long-term, goals-driven wealth management strategy is essential to a client's financial success. In addition to retirement and estate planning services, my team focuses on investment, cash and liability management. • Building a trusted relationship with clients is critical. We engage with both spouses, when possible, and entire families, when appropriate. I AM PROUD TO: • Look out for clients and their money. It's a privilege to help strengthen each client's financial and emotional wellbeing. • Serve on the board of directors for both the Rhode Island Chapter of the American Red Cross and The Christopher and Dana Reeves Foundation. Being Bronx-born-and-raised, I am a loyal Yankees and Giants fan (living among friends who root against me). WHY SHOULD WE HAVE A CONVERSATION? My career has spanned 30+ years – during which I've helped generations of clients meet their financial goals. As a member of The Calbi & Abbate Wealth Management Group, I am also a proactive and strategic advisor who enjoys helping clients address highly complex financial challenges. Now let's talk about you. Call me at 401.278.7007