Jim Machinchick is a Wealth Advisor at Lake Street Advisors. He partners with ultra-high-net-worth families to help them navigate the complexity and responsibility that is required with this level of wealth. With his team at Lake Street and his network of trusted partner advisors, Jim works with his clients through every area of their situation: preparing for transitioning from a family business, liquidity events, cash flow forecasting, tax optimization, philanthropy goals, family governance, insurance optimization, estate planning, and wealth transfer. He does this while having a deep understanding of their goals and compassion towards their concerns. He prides himself on accountability, devotion to his clients, and a focus on continuous improvement.
Prior to joining Lake Street in 2023, Jim spent fourteen and a half years working at Fidelity Investments and spent 7 years in the Private Client Group. He worked with business owners, executives, and wealthy families to create, implement, and maintain comprehensive financial plans. He holds both CERTIFIED FINANCIAL PLANNERTM and Certified Private Wealth Advisor® designations.
Jim Graduated from the University of New Hampshire with a BS in Business Administration and a focus in Entrepreneurial Venture Creation from the Whittemore School of Business and Economics. He lives in Rye, NH with his wife, son, and their two dogs. He is passionate about sharks and has traveled the world diving with and photographing them. In the winter, he and his family love to spend time in the White Mountains hiking and snowboarding.