James (Jim) Adlam Jr ChFC®

Knowledge is an important part of informed financial decision‑making. My background, experience, and commitment to providing clients with relevant resources are focused on helping individuals better understand their financial situations and consider available planning options. I take pride in getting to know each client so I can understand their individual needs and what matters most to them.

This approach helps me discuss products and strategies that are aligned with a client’s current situation and evolving priorities. Along with a team of professionals, I provide guidance to clients as they navigate financial planning considerations over time.
Some of the services we offer include:

• Advisory services
• Retirement analysis and programs
• Estate planning strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services*

*Trust services offered through the MassMutual Private Wealth & Trust, FSB.