Welcome to On Money and Meaning

On Money and Meaning explores wealth and well-being through stories and unique perspectives that will touch your heart.

Why Subscribe?

If you think the “stock market” is a giant casino, I hope to illuminate for you that it is not. Rather it is an avenue for anyone who wishes to own a sliver of global economic activity. It can be a giant wealth-creation machine if you have a broad perspective, a thoughtful investment approach, and patience.

If you think your well-being is primarily sourced from outside of yourself, or worse – from your wealth – I will share insights that illustrate that well-being is primarily found within and cultivated through our actions.

Finally, if you’re skeptical that money and meaning can have anything in common, I also encourage you to tune in. Both money and meaning require us to embrace vulnerability – a state of being we humans (especially our egos) are wired to avoid.

Popular essays I’ve written:

The invisible authors the visible

Mastering Process and Presence

The Transformational Act of saying, "I love you."

Buttered Toast

Who Am I?

My name is James. On Money and Meaning represents the intersection of my professional and personal life. I own a wealth management business where we empower meaningful lives for clients by aligning their finances with their dreams.

When I’m not being a dad to my twin daughters and a loving spouse to my wife, I am a personal development practitioner – exploring how to become a better human being and become better at being human.

Thanks for reading On Money and Meaning! Subscribe here to receive periodic posts delivered to your email inbox.

Thank you for stopping by and for subscribing if you wish.

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Nothing reflected here should be construed as personalized investment advice and there is no solicitation to buy or sell securities or engage in any particular investment strategy. Perspective Wealth Partners is an SEC-registered investment advisor. Such registration does not imply any skill or training. 

Subscribe to On Money and Meaning

Perspectives on loving and living, money and meaning, and wealth and well-being.

People

I am a late-50s dad to twin daughters. I'm nourished by relationships, serving others, and becoming a deeper human being. As an investment advisor, I help clients align their money with a life that brings them meaning.