James B. Runey, III (Jamie) CFA®
Hello and Welcome!
My name is James B. Runey, III (most people call me Jamie) and I am the founder and CEO of Runey & Associates Wealth Management (RAA).
We are a fee only comprehensive wealth management firm located in Mount Pleasant, South Carolina and we serve retirees and those close to retirement primarily located in the greater Charleston area, including Bluffton, Beaufort, Hilton Head, and Kiawah.
Before I go into more detail about what we do, perhaps you are curious about who I am. I grew up in Charleston, SC and, even though I have lived and worked in many different places around the world, I have always been a “southern boy” at heart! I met my future wife, Linda, during graduate school in Columbia, SC, and we both did internships in Europe during our studies (Linda was in Munich, Germany and I was in Basel, Switzerland).
We both enjoyed traveling and visiting new places, so after graduation we decided to move to New York City. I worked as an investment banker for many years, and we both loved living in NYC, but when we got an opportunity to move to China in 2010, we decided to take the leap. We lived in Suzhou (near Shanghai) for a year, and then we moved to Singapore and lived there for two years. Living in Asia was a very interesting experience (!), and during that time I worked in private equity.
To our great joy, our daughter, Gabriella, was born in 2012 in Singapore. Being so far away from home we decided to relocate back to the United States, and happily we chose Charleston, SC. So, after many years of living in other places around the country and around the world, I returned to my hometown. With great excitement we welcomed our son, James, who was born here in 2015.
We started RAA in 2014. Our firm specializes in providing wealth management services to retirees and those nearing retirement. There is much planning that you can do in order to maximize your financial circumstances in retirement, and we are here to help you go from a regular paycheck to a portfolio paycheck. We refer to this discovery as "finding joy in retirement spending", which is something you can achieve with proper planning. Many retirees are anxious about how and when to spend their money, and our mission is to help alleviate this retirement anxiety.
We have worked with clients in or nearing retirement since we opened our doors in 2014, and we call our client service process “The RAA Difference”. We are dedicated to providing you with the best client experience possible, and we believe that “The RAA Difference” reflects this dedication. The process incorporates comprehensive wealth management services, including financial planning and investment management, and also outlines the meetings and various steps we take to help you make progress towards your goals. We invite you to review the process and, if it is of interest to you and your situation, please contact us for an introductory appointment.
We hope you have enjoyed learning a little about us and how we may be able to help you!