James R. Pruce, CFP®, CPA

Senior Managing Director, Private Client Group

Jim joined Clearstead in 2004 as a Client Planning Associate. Jim obtained the CFP® designation in 2008 and currently oversees several family and individual private client relationships, leveraging his technical expertise to integrate financial planning, tax planning and compliance, and estate counsel with investments for his clients.

Jim graduated from the College of Wooster in 1998 with a BA degree in Business Economics.  Prior to joining Clearstead, Jim spent four years in Deloitte’s Audit & Assurance practice and 18 months at KPMG providing internal audit outsourcing – advising firms on critical business risks, implementation of effective internal controls and compliance processes, identifying best practices, reducing the cost of operations, and realizing profit improvement opportunities.

Find Your Clarity

We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

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Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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