James Ulrick

James prioritizes transparency, trust, and clear communication to help federal employees navigate TSP, FERS, and Social Security in order to stay on track in a fast-changing world.

With 18+ years of experience at Fidelity, Schwab, and PNC, James specializes in providing tailored financial strategies for federal professionals at every stage of their careers.

James Ulrick

James prioritizes transparency, trust, and clear communication to help federal employees navigate TSP, FERS, and Social Security in order to stay on track in a fast-changing world.

With 18+ years of experience at Fidelity, Schwab, and PNC, James specializes in providing tailored financial strategies for federal professionals at every stage of their careers.

James Ulrick

James prioritizes transparency, trust, and clear communication to help federal employees navigate TSP, FERS, and Social Security in order to stay on track in a fast-changing world.

With 18+ years of experience at Fidelity, Schwab, and PNC, James specializes in providing tailored financial strategies for federal professionals at every stage of their careers.

Personalized Financial Guidance for Federal Employees

Personalized Guidance

Tailored strategies for federal employees to maximize TSP, FERS, and Social Security benefits.

High-Touch Service

Dedicated support for every step of your retirement journey, ensuring confidence and clarity.

Proactive Technology

Advanced tools to optimize your financial plan, keeping you on track for retirement goals.

Wealth of Experience

18 years of expertise helping families navigate complex retirement systems with ease.
Federal employees planning for retirement
Families navigating TSP and FERS benefits
Those considering VERA (Voluntary Early Retirement)
Pre-retirees within 5 years of retirement
Local to the Lakewood Federal Center area

Bringing focus to your future

I help federal employees and their families build a clear, confident roadmap to retirement success

Your Retirement Concerns, Solved

Here are common challenges federal employees face in retirement planning. For personalized solutions, reach out to start the conversation today

Should I consider VERA (Voluntary Early Retirement) and how will it impact my pension?

How do I maximize my TSP and FERS benefits for a secure retirement?

What’s the best strategy for managing Social Security alongside my federal benefits?

How to plan if I’m relocating after retirement?

What steps should I take if I’m within 5 years of retirement?

How can I ensure my family is financially secure after I retire?

Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, and Schwab

James Ulrick

Vice President, Wealth Advisor
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Qualifications & Experience

  • BA in Philosophy & Religion Studies, University of North Texas
  • Series 7 and 66
  • Life and Variable Annuity Insurance License

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