James V. Hartwell is both a Certified Public Accountant and Certified Financial Planner™. He lives in Southwest Michigan where he has made his home with his wife and raised four children. Together they have enjoyed the ups and downs of running an accounting and wealth management business.
James has been in the financial services industry concentrating on the tax aspect of financial management since 1983. He is a graduate of Calvin College, located in Grand Rapids, Michigan. He opened his own CPA practice in 1989, and obtained his CFP designation in the same year. He was one of the first CPAs in West Michigan to hold both a CPA license and a CFP designation.
James obtained this CFP designation to bring all the aspects of planning to his client’s life. Because of his comprehensive approach, James has relationships stretching back decades, and relationships that now include his clients' children. Clients have said that the firm of Hartwell & Wolf helps bring clarity to their financial life, simplifies the decision-making process, and offers them choices they didn’t know existed.
James Hartwell is a cycling and running enthusiast having competed in 5k’s, 25K’s, marathons, as well as in bicycle races. He believes having a healthy body helps deliver clear thinking, an important tool when advising clients on their hard-earned wealth. James has been told that his laugh is contagious, which he says springs out of a love for life. He looks forward to growing the relationships he has, and in adding new relationships to his client base, both now and into the future.