James Fitts
About James Fitts
James Fitts serves as the Managing Director of Business Owner Services at The Colony Group and has held a similar role at Harvest Capital Management, Inc since 2006. He specializes in financial planning, including retirement, estate, and charitable gift planning, and provides advisory services to family-owned businesses.
Work at Colony
James Fitts has served as Managing Director of Business Owner Services at The Colony Group since 2019. In this role, he focuses on providing specialized services to family-owned businesses, including ownership and management succession planning. His responsibilities encompass a range of advisory services, including financial planning, investment counseling, and inter-generational gifting strategies. Fitts works closely with clients to understand their unique needs and develop tailored solutions that align with their business goals.
Current Role at Harvest Capital Management
Since 2006, James Fitts has held the position of Managing Director and Chief Planning Officer at Harvest Capital Management, Inc. in Concord, New Hampshire. His work involves conducting insurance assessments and managing cash flow and debt for clients. Fitts also provides comprehensive advice on education funding and tax planning, ensuring that clients are equipped with the necessary strategies to achieve their financial objectives.
Education and Expertise
James Fitts earned a Bachelor of Arts degree in Economics and Greek & Roman History from Tufts University, where he studied from 1971 to 1975. His educational background supports his expertise in various financial planning areas, including retirement, estate, and charitable gift planning. Fitts is recognized for his proficiency in retirement plan distribution strategy and family business transition planning.
Advisory Services Offered
Fitts provides a wide array of advisory services that include family counseling, investment counseling, and portfolio design. He engages with families to facilitate discussions around wealth education and inter-generational gifting strategies. His approach emphasizes the importance of understanding family dynamics in financial planning, particularly for family-owned businesses.