James A. Lavorgna, J.D., LL.M., CFP®

Experience

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  Forsyth Wealth Management, Inc.

  Nov 2005 - now

  CEO and President

  Starting in the insurance and securities industries during the mid-seventies, Jim has worked as a financial advisor for the last 40 plus years and as an independent advisor using the consultative financial planning model approach for the last 35 years. He is a former visiting Professor of Law for St. Thomas University School of Law Graduate Tax program and adjunct Professor of Law for the Thomas Jefferson School of Law Masters of International Tax Graduate Program. He is a Distinguished Fellow of the Royal Society of Fellows; a Fellow of the American Academy of Financial Management.Jim is an international public speaker; has been quoted in trade publications over the years; and, has independently published numerous articles. He has written the Anguilla Chapter for the Offshore Financial Centers Database for Richmond Publishing, London, and became an editorial board member of the Lexis Nexis Anti-Money Laundering and Compliance online publication. He is listed in the National Register’s Who’s Who in Executives and Professionals 2001-2002 edition and was recognized in the 2005-2006 “Guide to America’s Best Financial Planners” published by the Consumers’ Research Council of America. Show less

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  Elite Resource Team

  May 2019 - now

  Team Based Model Consultant

  I have an extensive background in financial planning, with a specific expertise in working with CPAs .As a Team Based Model Consultant, I help CPAs:- Reduce the risks that come from referring clients to third parties- Reduce the risk of losing clients by being more proactive- Provide more value and increase client satisfaction- Expand their "brain-trust" by working with some of the country's best specialists- Increase organic growth by giving clients a story worth sharing with family and friendsThe economic conditions over the last 5-10 years have created a serious demand for CPAs to become much more proactive and act as the 'trusted business advisor' for their clients. The majority of CPAs aren't able to keep up with these shifting demands in addition to all of the tax law changes. As a Team Based Model Consultant, my team and I can help with this new reality. Show less

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  Spencer Advisory Services, LLC

  Mar 2022 - now

  Managing Member

  We simplify the financial lives of highly successful families and business owners by providing custom advice and solutions to help you manage life's complexities.We collaborate with you to create enduring, unique family office services that are aligned with your values and goals that will help you to achieve your financial and personal objectives.Each of our proactive relationships is assigned:Team Leader: Your Point PersonFinancial PlannerProactive Facilitator: Initial Diagnosis & Opportunity ProjectionsCoordinator: Client Follow UpAdvisory Services TeamYour dedicated home office that supports you in day-to-day mattersProactive Planning TeamYour local “eyes and ears” to help you focus on planning priorities and identify opportunitiesVirtual Family OfficeYour national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory servicesCombining Proactive Planning and the Virtual Family Office Experience.We recognize that our best clients want PROACTIVE and HOLISTIC planning.That is why at Spencer Advisory Services we have upgraded to a 21st century business model based around HOLISTIC and PROACTIVE advice, and are supported by a Virtual Family Office of experts.Clarify Business DirectionThe BIZ Diagnostic evaluation will provide you with a starting point to develop a business roadmap that gets you where you want to go — and Maximize your Business Potential. Go ahead — give yourself an unfair business advantage today!Maximize Business PotentialNobody understands your business better than you — but unless you focus on the key business components — it’s unlikely you will Maximize Business Potential.Take the BIZ Diagnostic to find out:Your "BIZ" Rating % TodayYour Future Growth Potential % Show less