James B. Marchetti, CIMA ® 1850 Mount Diablo Boulevard, Walnut Creek, CA 94596

James B. Marchetti, CIMA ® is a finance institution located at 1850 Mount Diablo Boulevard in Walnut Creek, California, United States. At our institution, we believe that life's grandest visions require thoughtful plans, and we are dedicated to meeting the dynamic needs of each client at every stage of wealth. Our team provides solutions to unique challenges and offers an elevated level of service.

We empower decision-making with expert guidance, offering seamless financial management for your family and future. Our network delivers a full suite of financial solutions to ensure stability for today and your family's future. We help you invest intelligently in your community and provide bespoke investment strategies aligned with your financial objectives.

As an extension of your team, we review your full financial picture and connect you to our broader resources to provide objective, holistic, and relevant advice. Led by your private advisor, our dedicated team can assist with managing day-to-day finances and creating a financial plan designed to grow with you on your wealth journey.

We offer a comprehensive suite of solutions for holistic financial planning for individuals and institutions, including various trusts. Our services include fiduciary oversight, account management, comprehensive reviews, and assistance with distributions and bill-pay services.

Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services so you can focus on what matters most to you. At James B. Marchetti, CIMA ®, we deeply care about our clients' financial future and bring specialists and partners together to deliver the expertise our clients deserve.

Please note that investing involves risk, and past performance is not indicative of future results. We recommend consulting with your tax advisor and attorney for matters involving taxation and legal planning.