James B. LaNeave

James B. LaNeave is the founder and managing partner of Wealth Innovations, LLC, bringing more than three decades of experience helping individuals, families, retirees, and business owners pursue financial clarity and long-term confidence. Throughout his career, Jim has built the firm around a relationship-centered philosophy rooted in trust, education, and personalized planning — an approach reflected in Wealth Innovations’ guiding belief of “Walking Together.”

Jim specializes in comprehensive retirement and wealth planning, helping clients navigate investment strategy, retirement income, tax-efficient planning, estate considerations, healthcare planning, and legacy preparation. His focus is not simply on managing investments, but on helping clients make informed financial decisions during life’s most important transitions.

Known for his calm, educational style and commitment to personal service, Jim has developed long-standing relationships with clients and families across multiple generations. He believes that financial planning should help people feel prepared, informed, and confident about the future — allowing them to truly “Sleep Well At Night” through the firm’s S.W.A.N. Plan philosophy.