Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Estate Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Intergenerational Planning
  • Investments
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Insurance
  • Small Business
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • Cordian Wealth, Forbes Best-in-State Wealth Management Teams, 2023
  • Jim Rice, Ameriprise Circle of Success, 2015-2023
  • Jim Rice, Five Star Wealth Manager, 2013-2017 & 2019-2023
  • Jim Rice, Forbes Best-in-State Wealth Advisors, 2022- 2024

Community participation

Cordian Wealth - Community participation photo

In the midst of the holidays, many of us are reflecting on the many people and things we are grateful for. Our team at Cordian Wealth is tremendously grateful to have wonderful clients like you! During the Ameriprise National Day of Service, your donations helped provide our local community with 1,764 pounds of food for the Second Harvest Food Bank of Metrolina. We want to thank all our clients, colleagues and friends who helped make this possible. Let's remember those who continue to face challenges on a daily basis. Together, we made a difference for individuals in our community facing hunger. Thank you!

  • Charlotte's Second Harvest Food Bank

Our photos

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