James Malatos, CFP®, CRPC®
Helping Families Align Wealth With What Matters Most
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Serving Clients Nationwide
Helping Families Align Wealth With What Matters Most
Areas of Focus
- Business Transitions
- Equity Compensation Options
- Estate Planning
- High Net Worth
- Insurance
- Multi-Generational Wealth
- Retirement Income Planning
- Tax-Efficient Planning
About James Malatos, CFP®, CRPC®
James Malatos partners with accomplished individuals and families to help manage, preserve, and grow significant wealth with purpose and clarity. Known for his steady guidance and thoughtful approach, he helps clients simplify complexity and build confidence in their financial lives.His practice emphasizes comprehensive, integrated planning—including investment management, tax optimization, and multi-generational wealth transfer strategies—all designed to safeguard and grow wealth across lifetimes.
Professional History & Education
James earned his bachelor’s degree from the College of Charleston and brings nearly a decade of experience in the financial industry. He co-founded Harbor View Private Wealth after beginning his career at Merrill Lynch and later joining UBS, where he gained valuable experience advising affluent families, senior executives, and business owners with multifaceted wealth management needs.
As Pro Bono Director for the Financial Planning Association of Georgia, James is deeply committed to expanding access to quality financial advice. In this role, he leads initiatives that provide underserved individuals and families with professional guidance, reflecting his belief that sound planning should be accessible to all.
Personal Life
Outside the office, James values time with his wife, Julia, their son, Aiden, and their dog, Bailey. Together, they enjoy traveling and exploring new destinations, creating memories that serve as a reminder of what wealth truly represents: the freedom to enjoy what matters most.
A lifelong athlete, James is also an avid ice hockey player. The discipline, teamwork, and strategy the sport demands are the same qualities he brings to his client relationships—committed partnership, thoughtful preparation, and a clear focus on winning outcomes.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Retirement Planning Counselor (CRPC)
Affiliations
- Financial Planning Association
Primary Location
6230 Avalon Boulevard, Alpharetta, GA 30009, USA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Harbor View Private Wealth
At Harbor View Private Wealth, we serve as your strategic partners through every phase of life. Helping you organize and optimize your financial world so you can focus on what matters most. Whether your goals include traveling the world, building a business, or creating a legacy that endures for generations, our mission is to give you the clarity and confidence to make them a reality.As an independent wealth management firm, we combine the personalized attention of a boutique practice with the strength of institutional resources. This independence allows us to deliver truly objective advice and tailored strategies designed around your unique goals.
Our team serves as your private wealth office; a team of fiduciaries and experts coordinating each detail, anticipating what’s next, and ensuring that your wealth works in harmony with your life. From strategic planning to thoughtful execution, we help you live confidently today while shaping the legacy you’ll leave for generations to come.
Who We Serve
At Harbor View Private Wealth, we work with a select group of accomplished executives, entrepreneurs, and families who value the clarity and freedom that come from entrusting their financial lives to seasoned professionals.
Our clients are visionaries in their own right—leaders in business and in life—who recognize that wealth is about more than accumulation; it’s about purpose and peace of mind. We serve those who want a trusted team to oversee the details, anticipate what’s ahead, and coordinate every part of their financial lives—so they can focus on what matters to them most.
Our role is to bring structure to complexity, insight to decision-making, and continuity to the stewardship of their family’s legacy.
Our Process
We developed a structured, proven process designed to bring clarity and confidence to every stage of your journey. Our Harbor View Compass outlines the steps we take together — from the first conversation through planning, execution, and ongoing reviews — so you always know what to expect and how we'll continue to deliver value as your goals and circumstances evolve.
Why Work With Us
By partnering with industry-leading firms like Goldman Sachs Custody Solutions and Elevation Point, we're able to bring clients innovative tools, services, and technology, broadening the options available while freeing us to focus on what matters most: delivering tailored, high-touch service. Independence also allows us to coordinate directly with estate attorneys, CPAs, and other specialized professionals so clients' complex financial needs are addressed as a whole.
Harbor View Private Wealth ('Harbor View') is a trade name of Elevation Point Wealth Partners, LLC, an SEC-registered investment adviser. Harbor View is not separately registered with the SEC, and investment advisory services are offered exclusively through Elevation Point Wealth Partners, LLC.
Education
College of Charleston, Bachelor's Degree, Business Administration and Management, General
Hobbies and Interests
- Family
- Hockey
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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