Jim Butler
Wealth Enhancement
West Conshohocken, Pennsylvania
Contact
How to contact
jcbutler@wealthenhancement.com or 484-636-2032
Professional Profile
Call Me When
There is a need for Family Financial Planning along with Business Succession Planning.
Professions
Wealth Manager
Functional Expertise
Business growth
Estate planning
Fiduciary
Finance
Investments
Retirement
Exit/Transition Planning
Business Focus
Business Succession Planning and Family Financial Planning
Professional Certification
CFP, CEPA
Transition Planning Certification or Methodology
Value Acceleration Methodology and Value Builder System
Client Industries
Business Services
Computer/Electronics
Consumer Services
Manufacturing
Wholesale/Distribution
Advisor Resource Relationships
EOS
EPI
The Value Builder System
BizEquity
Training Doctor LLC
Chapter information
Membership
Philadelphia Individual
Member since
New Member
Why I'm a Member of XPX
Our role as professionals is to keep client interests first and guide them to their best outcome.
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