Independent Asset Management and Tailored Financial Advice
Welcome To Emerald Asset Management
Helping Successful Individuals, Families, and Institutions Navigate Wealth with Purpose
Fiduciary Advice, Unwavering Commitment
As a boutique fiduciary advisory firm, we manage your wealth with clarity, care, and decades of experience. No cookie-cutter solutions—just research-driven strategies built around what matters most to you.
Built for Clients Who Value Purposeful Wealth Management
Who We Serve
We serve successful individuals, families, and institutions who want:
Independent, objective advice
Customized portfolios and proactive planning
Clear guidance for complex financial decisions
A lasting relationship with a team that puts them first
Our Services
Wealth Management, Designed Around You
As an investment-first firm, we manage portfolios in-house with a sharp focus on security selection, risk management, and tax efficiency. We also offer strategic financial planning services to help you make informed, confident decisions around retirement, wealth transfer, and more.
Asset Management
Individually managed portfolios of stocks, bonds, and alternative investments
Financial Planning
Strategic guidance with a focus on tax awareness and legacy goals
Portfolio Review
In-depth analysis and recommendations
Why Trust Us
Led by Experience. Guided by Integrity.
With over 30 years of investment management experience, we bring deep analytical experience and a fiduciary commitment to every client relationship. Founder James Tharin, CFA, leads our team with a disciplined, hands-on approach to portfolio construction and long-term strategy.
Stay Informed. Think Strategically.
Our Emerald Insights blog shares timely market updates, practical planning tips, and educational insights to help you become a more confident investor.
Your Future Deserves a Thoughtful Plan—Let’s Start Today
Whether you're seeking a second opinion or a trusted long-term partner, we're here to help you move forward with clarity, confidence, and purpose.