Apr 27, 2020
Jim Niedzinski, CFP®, AIF®, is co founder of Motive Wealth Advisors. He and his team provide fiduciary wealth management to a purposefully limited number of high net worth families in the context of deep relationships.
For more than 20 years, Jim has been advising clients with complex financial situations such as those involving privately held businesses, the knottiest of executive compensation packages, and the challenges of large tax liabilities.
In addition to Jim’s breadth of technical knowledge, he also draws upon his two decades of experience to serve clients as their strategic advisor, helping them clarify their vision and make decisions that align with their deepest values.
Jim earned a BA degree from the University of Michigan, Ann Arbor, while lettering on the varsity track team. He is a CERTIFIED FINANCIAL PLANNER™ professional and he holds the Accredited Investment Fiduciary®(AIF®) credential.
Connect with Jim Niedzinski
Website:
www.motivewa.com
LinkedIn: www.linkedin.com/in/jimniedzinski
Facebook: https://www.facebook.com/jimniedzinski
Connect with Jon Dwoskin:
Website:
http://jondwoskin.com/
Twitter:
@jdwoskin
Facebook:
https://www.facebook.com/jonathan.dwoskin
Instagram: https://www.instagram.com/Thejondwoskinexperience/
LinkedIn: https://www.linkedin.com/in/jondwoskin/
Email: jon@jondwoskin.com