About Jim Schlagheck
Jim Schlagheck is an independent wealth management professional who has counseled small, medium, and ultra-wealthy investors in the United States, Europe, and the Middle East. He is a former senior executive of American Express Bank, UBS AG, Bank Julius Baer, and TAIB Bank. Thus far during his career, Jim has launched a family of highly successful mutual funds [now holding $4 billion], led teams of financial planners and investment advisors based in New York, the Gulf, and Geneva, Switzerland, and helped many clients to protect and enlarge significant wealth. Jim speaks four languages. He is the author of Cash Rich Retirement, a book that synthesizes his novel views about investing for retirement.