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James Vanke

Managing Director

MEET James

James Vanke has over 20 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique environment. At WIA, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management, employee financial wellness, investment selection and monitoring, vendor relationships, plan operations, cost controls, and tax savings. Financial stress is a major contributor to increased health care costs and absenteeism. As a behavioral finance and financial wellness specialist, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits, and that it will pay dividends in the workplace. James holds a Master’s Degree in Accounting and a Bachelor’s Degree in Business Administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary.

INDUSTRY INSIGHTS

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.

Let’s talk.

James Vanke

Managing Director