James J. Hoogasian, MBA

Financial Advisor

A tenured and credentialed financial planner with over 25 years of experience, Jim Hoogasian specializes in helping physicians, health care professionals, corporate executives and business owners invest their assets and build legacies for generations.

Jim’s mission is simple: To leverage his analytic and scientific background to help clients arrange, manage and monitor their lifetime financial planning needs so they have the confidence to pursue their personal vision of success.

Jim previously served as Vice President for Cancer Services and Research Administration at The Medical Center of Central Mass (now known as UMass Memorial Health Care). As a well-known scientist and health care administrator, his background provides him with a unique array of analytical, technical and problem-solving skills that bring a disciplined approach to his practice.

Whether you are at or nearing retirement, Jim takes the time to get to know you and your family through his “history and physical” process and aims to obtain a clear understanding of your “why.” Once he identifies what drives you, he collaborates with his team of specialists to create a financial diagnosis and treatment plan to help you navigate the hurdles ahead. Finally, he monitors your progress with routine visits and consultations striving to keep you on track.

Jim has a reputation for building long-term relationships with clients. He has a professional ability of taking complex strategies, like how money works, and presenting them in a way that is intuitive and easy to understand. This empowers clients to make informed financial decisions.

Working as a fiduciary to his clients, it is Jim’s legal duty to put his clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process. Services include:

 

• Retirement Planning                        • Generational Wealth Planning

• Wealth Management                       • Estate Planning

• Investment Strategies                      • Legacy Planning

• Charitable Giving                             • Business Continuity/Exit Planning

 

Jim earned a Bachelor of Arts degree in Biology from Clark University. In addition, he earned a Master of Arts in Biology and a Master of Business Administration (MBA) from Anna Maria College.

Jim and his wife live in Shrewsbury and Sandwich, MA. They have two daughters and six beautiful grandchildren.