We sit down with James Sahagian, Managing Partner at Ramapo Wealth Advisors within Steward Partners, to explore his path from an early fascination with financial markets to leading a client-focused, team-based practice. He highlights Steward’s responsive culture and commitment to innovation, which have expanded his team’s capabilities through educational seminars, digital platforms, and a holistic service model.

James discusses the growing need for advisors to pair financial expertise with technology, interdisciplinary skills, and behavioral insight—especially as the massive baby boomer wealth transfer accelerates. Committed to financial literacy, he urges early planning, disciplined saving, and long-term thinking to help clients and their families achieve lasting success.

Resources: Steward Partners

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