James Taska
Founder, CCO and Lead Advisor
Alpha Wealth Advisor LLC
Investment management and financial planning for a sustainable, worry-free retirement. Located on Long Island, NY, serving clients locally and across the country.
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Our mission is to optimize portfolio growth and income, decrease risk, and use tax-efficient distribution strategies to help our retired and financially independent clients sustain their financial freedom.
Based on Long Island, NY, serving clients locally and across the country through virtual meetings and our collaborative platform.
- Contact us to schedule an introductory call to see if we may be a fit for you.
- As a fee-only and fiduciary financial advisor, James Taska is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice.
Get to Know James Taska
James is a dedicated financial advisor with a passion for simplifying complex financial concepts for his clients. Known for his personable and patient approach, he builds long-lasting relationships grounded in trust, transparency, and integrity. As a natural entrepreneur, James founded Alpha Wealth Advisor to offer truly independent, fiduciary services, always keeping his clients' best interests at heart.
What sets James apart is his talent for crafting innovative, tailored investment strategies that align seamlessly with each client’s financial goals. With a strong focus on risk management, he helps clients invest confidently, reducing stress and uncertainty.
James is deeply committed to working with families, ensuring that their legacies and values endure across generations, preserving wealth and social mobility for years to come.
Outside of his professional life, James enjoys spending quality time with his family, traveling, and surfing. Raised in New York, he now calls Long Beach home, where he lives with his wife, Shoshana, and their son, Luca.
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Asset Management
- Tax Planning
- Estate Plan Review
- Insurance Review
Ideal Clients:
- Pre-Retirees
- Retirees
- Sudden Money Situations
- Young Professionals
- Novice Investors
FAQ with James Taska
- What is your firm’s area of expertise?
- You made the decision to be a fee-only advisor. What does that mean and how does it impact the way you serve your clients?
- What steps do you take so that clients are assured that your fees are transparent?
- What do you wish more people knew about the process of creating a financial plan?
We are an investment focused financial advisory firm, which means we put a great deal of time, effort, and research into client portfolio construction and trading operations. Most firms will look to invest their client’s money utilizing cookie cutter model portfolios, separately managed accounts, or by utilizing TAMPs, because it is the least time-consuming way of doing things for the advisor. This process adds additional layers of fees and reduces the flexibility of the portfolio, potentially delaying the achievement of client specific goals. We take the opposite approach, building truly customized portfolios from the asset class level down to specific securities and strategies, aimed at achieving our client’s short-term and long-term goals with active risk management and broad diversification beyond just stocks and bonds.
- What is your firm’s area of expertise?
We are an investment focused financial advisory firm, which means we put a great deal of time, effort, and research into client portfolio construction and trading operations. Most firms will look to invest their client’s money utilizing cookie cutter model portfolios, separately managed accounts, or by utilizing TAMPs, because it is the least time-consuming way of doing things for the advisor. This process adds additional layers of fees and reduces the flexibility of the portfolio, potentially delaying the achievement of client specific goals. We take the opposite approach, building truly customized portfolios from the asset class level down to specific securities and strategies, aimed at achieving our client’s short-term and long-term goals with active risk management and broad diversification beyond just stocks and bonds.
- You made the decision to be a fee-only advisor. What does that mean and how does it impact the way you serve your clients?
- What steps do you take so that clients are assured that your fees are transparent?
- What do you wish more people knew about the process of creating a financial plan?
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
James Taska's Designations and Affiliations
James Taska is an Accredited Portfolio Management AdvisorSM (APMA®)
Media Mentions and Industry Involvement
James Taska is a Featured Expert on Trustworthy: "Expert Q&A: How to Help Aging Parents With Their Investment Portfolio"
James Taska is Quoted on Fortune: "Current price of gold as of October 9, 2024"
James Taska is Quoted on Nasdaq.com: "Financial Advisors Offer 7 Reasons Why Budgeting Apps Don’t Actually Work"
James Taska is Quoted on MSN.com: "Financial Advisors Offer 7 Reasons Why Budgeting Apps Don’t Actually Work"
Office Locations
630 Shore Rd. - Long Beach, NY 11561
