James Guarino
Wakefield, MA
JGuarino@bnncpa.com
Jim is a managing director in the tax practice at Baker Newman Noyes. He specializes in serving high-net-worth individuals and families and closely held businesses and their owners. Clients turn to Jim for trusted tax, financial planning, and wealth management advice and guidance, including tactical tax strategies, estate and gift planning coordination and retirement planning oversight.
Jim serves clients through a team approach, working closely with family groups and their board of professional advisers on overall family governance matters. He also assists owners of closely held businesses with succession planning, exit strategies, and retirement transitions.
His other advisory services include providing personal CFO assistance for select high-net-worth families and family offices. This includes tailored financial advice to families experiencing significant financial life events or individual family members seeking assistance with their personal financial goals and objectives.
Before joining Baker Newman Noyes, Jim served as a tax partner and director of wealth and tax advisory services at a large regional accounting firm. He is frequently quoted, and his thought leadership comments have been reflected in local and national publications and numerous online articles and blog posts.
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