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MEMBER PROFILE

 

Jim Butler

Wealth Enhancement

 

Member profile details

Membership level
Philadelphia Individual
First name
Jim
Last name
Butler
Title
SVP Financial Advisor
Company
Wealth Enhancement
XPX Chapter Email Lists
  • Philadelphia News & Events
 

CONTACT INFORMATION

City
West Conshohocken
State
Pennsylvania
 

PROFILE INFORMATION

Call me when
There is a need for Family Financial Planning along with Business Succession Planning.
Why I/we support XPX
Our role as professionals is to keep client interests first and guide them to their best outcome.
Profession
  • Wealth Manager
Functional Expertise
  • Business growth
  • Estate planning
  • Exit/Transition Planning
  • Fiduciary
  • Finance
  • Investments
  • Retirement
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Manufacturing
  • Wholesale/Distribution
Professional Certification(s)
CFP, CEPA
Transition Planning Certification or Methodology
Value Acceleration Methodology and Value Builder System
In Business Since
2000
How to contact
jcbutler@wealthenhancement.com or 484-636-2032
Website
wealthenhancement.com/s/advisor-teams/hoffmann-butler-team
Business Focus
Business Succession Planning and Family Financial Planning
Advisor Resource Relationships
  • BizEquity
  • EOS
  • EPI
  • The Value Builder System
  • Training Doctor LLC
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