James Kuxhaus, CFPÂź
Hi, I'm James.
â
For more than 20 years, I've helped individuals, families, and business owners build financial strategies that support both their personal goals and the causes they care about. My approach combines retirement planning, estate planning, tax-aware investing, and charitable planning into one coordinated financial strategy.
â
My faith plays an important role in my life and in the way I serve clients. Whether you're preparing for retirement, building a legacy for your family, or looking for meaningful ways to support your church or community, I believe your financial plan should reflect your values while adapting to life's changing needs.
Valparaiso, IN
"I believe financial planning should reflect your values, your family, and the legacy you want to leave. My goal is to help you make thoughtful financial decisions that support what matters most to you."
Our Team
At Directions Wealth Management, we believe financial planning is about more than preparing for the future. It's about helping you make thoughtful decisions that align with your values, support your family, and create a meaningful legacy.
â
Our approach is centered on building lasting relationships and understanding what matters most to each client. We bring together retirement planning, investment management, estate planning coordination, tax-aware strategies, and charitable planning into one comprehensive financial strategy designed around your goals.
â
Whether you're preparing for retirement, growing your business, planning for future generations, or looking to make a greater impact through charitable giving, we work alongside you to help simplify complex financial decisions and provide guidance through every stage of life.
â
At Directions Wealth Management, we're committed to helping clients move forward with clarity, purpose, and confidence.
How can I help?
Retirement Planning
Estate & Trust Planning
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
Legacy & Charitable Planning
Whether it's transferring assets to kids or grandkids, or maximizing your charitable donations, we have experience with complex strategies surrounding wealth transfer.
Risk Management
Identify and address potential risks to help protect your assets in an ever-changing market landscape.
Get to know James
James Kuxhaus is a Wealth Manager with more than two decades of experience helping individuals, families, and business owners navigate important financial decisions. His career began after serving as a U.S. Air Force officer and aviator, followed by leadership roles in high-tech manufacturing. Those experiences developed the planning, leadership, and problem-solving skills that continue to shape his approach to financial planning today.
â
James works with clients seeking comprehensive financial guidance that brings together retirement income planning, investment management, estate planning, charitable giving, and tax-aware strategies. He believes the most effective financial plans are built around each client's goals, values, and long-term priorities rather than focusing on individual financial products.
â
As a CERTIFIED FINANCIAL PLANNERâą professional, James has completed advanced education, met rigorous experience requirements, and maintains ongoing continuing education to stay current on financial planning strategies. Throughout his career, he has enjoyed helping clients reach meaningful milestones, whether retiring comfortably, helping children attend college, or making lasting contributions to the organizations they value most.
â
Outside of work, James enjoys spending time with his wife and their two children. His faith remains a central part of his life, and he values opportunities to serve his church and local community.
After serving in the military and later working in high-tech manufacturing management, I found myself drawn to financial planning because it combined strategic thinking with the opportunity to help people achieve meaningful goals. Throughout my career, planning and solving complex challenges were always central responsibilities, so becoming a financial advisor felt like a natural next step. Today, I enjoy helping clients organize their financial lives and prepare for the future with confidence.
My work centers on retirement income planning, estate planning coordination, legacy planning, charitable giving strategies, risk management, and comprehensive financial planning. I enjoy helping clients understand how these areas work together so they can make informed financial decisions that support both their families and their long-term goals.
I work with individuals, families, and business owners from many different financial backgrounds. While I often assist high-net-worth individuals and business owners with more complex planning needs, I also enjoy helping anyone who values professional financial guidance. Many of my clients are looking to coordinate retirement planning, estate planning, charitable giving, and tax-aware investment strategies into one comprehensive financial plan.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
I frequently help clients build retirement income strategies, coordinate estate planning with attorneys and tax professionals, develop tax-aware investment approaches, and create charitable giving strategies. Every financial plan is tailored to the client's priorities, helping ensure each part of the plan works together toward their overall objectives.
My practice is rooted in faith, relationships, and serving others. I believe financial guidance should be accessible to people who genuinely want to improve their financial lives and make a positive impact on their families, churches, and communities. I focus on building long-term relationships while helping clients understand the reasoning behind the financial decisions they make.
The most rewarding part of my work is seeing the results years later. Whether it's watching a client retire, helping them send children to college, or seeing them make meaningful charitable contributions, it's incredibly fulfilling to know that thoughtful planning has helped them accomplish what matters most to them.
I appreciate the independence to serve clients in the way I believe is most effective while having the support of a forward-thinking organization. Savvy's technology, operational support, and collaborative environment allow me to spend more time focused on clients instead of administrative responsibilities, creating a better experience for everyone involved.
Book a 30-min introductory call with Joshua.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
James Kuxhaus is an investment adviser representative with Savvy Advisors, Inc. (âSavvy Advisorsâ). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (âSECâ). Directions Wealth Management is an independent marketing brand name used by James Kuxhaus for advertising and marketing purposes only. All advisory services are offered through Savvy Advisors. Savvy Wealth Inc. is the parent company of Savvy Advisors and operates as a technology company. This website may include information about both Savvy Wealth Inc. and Savvy Advisors. Savvy Advisors is an SEC registered investment adviser. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Savvy Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Diversification does not guarantee a profit or protect against loss. For information about Savvy, visit our website: www.SavvyWealth.com. For more information about Savvyâs investment advisory business, please see our  Form ADV  and Form CRS.
