Jim Da Silva — Senior Vice President - Client Development · Focus Partners

Jim Da Silva — Senior Vice President - Client Development · Focus Partners · Boston, Massachusetts, United States.

Direct contact

No direct contact on file for Jim yet.

About

25+ years in client development, I currently lead strategic organic growth, managing partnerships and supporting a national team of highly credentialed advisors who curate personalized engagements within a home office environment.

Comprehensively, we integrate investment management with financial planning, estate planning, tax planning and tax preparation as a single solution.

Focus Partners is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.

Experience

Senior Vice President - Client DevelopmentCurrent
Focus Partners · Boston, MA
Mar 2024 – Present
Focus Partners | Wealth empowers clients with innovative solutions, offering integrated investment, tax, and estate planning within a fiduciary led, home office service. *GW & Wade, LLC merged with a number of its Focus Financial affiliates, which later rebranded to Focus Partners Wealth in January 2025.
Principal - SVP Client Development
GW & Wade | The Colony Group · Boston, MA - Wellesley, MA - Palo Alto, CA
Aug 2010 – Mar 2024
Founded in 1986, GW & Wade, LLC was an early pioneer in the RIA space, that created one of the original "home-office" service models, providing holistic wealth management that integrated investment management, financial planning, tax planning, estate planning and tax preparation. We grew to $9bn AUM by March 2024.

Education

Salem State University — B.S., Geological Sciences, Business · 1991 – 1996

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