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About James

Painted Rock Family Advisors was created to address a gap most families don’t anticipate until they’re in it.

Drawing on over three decades in the financial industry, and personal experience helping my own parents navigate long-term care, Medicare, finances, taxes, real estate, estate matters and living transitions, I saw how fragmented these decisions can be.

Each area involves different professionals, different timelines and different perspectives. Family members are often far away and spread across different places. Yet families are often left to connect the dots, while also managing communication, expectations and sensitive conversations.

The challenge isn’t just making decisions. It’s organizing them, sequencing them and keeping everyone aligned.

Painted Rock serves as a central point of coordination, helping families bring structure to complexity and move forward with clarity.

JamesPainted Rock Family Advisors, a part of Painted Rock Capital Group LLC

James at a table, talking with a client

What that means for you

We’re on your team, and you stay in the lead.

You lead

You make every decision. We help you organize the facts, put decisions in order and prepare for each conversation.

Your family, included

You choose a trusted family member or friend to stay informed, wherever they live, and you decide what they see.

Your professionals, your choice

We help you find and scope the right licensed professionals. You hire and pay them directly. We accept no referral fees.

Painted Rock Family Advisors provides coordination and organization only. We don’t give investment, tax, legal, insurance or medical advice through Painted Rock Family Advisors.

Let’s talk about your family

Every situation is different. We begin by understanding yours.

Start with a conversation

Or call (415) 906-0610 or email james@paintedrockcapital.com.