Verified recordFinancial Services

James Knapp

Founder CEO at Heritage Wealth Architects

Based in St Paul, United States

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Seniority

C-Team

Department

General Business & Management

Location

St Paul

Industry

Financial Services

Company size

5

Contact information

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Email

1 credit

j•••••••@heritagewealtharchitects.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About James Knapp

James is founder and President of Heritage Wealth Architects (HWA). During his years working with a large financial planning company as an advisor, he discovered their inflexibility which limited the possibilities for the types of services he could offer to clients. He started Heritage Wealth Architects in 2012 where he can create plans for his clients based on their goals. HWA has a strong foundation based on deeper values, such as integrity, flexibility and strength. James and his staff approach new partners with a deep listening so they are fully aware of each individual, couple or small business to understand their unique financial landscape.

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