Dynamic Capital Group’s mission is to work collaboratively with you and help you achieve the peace of mind and confidence to pursue your financial future—no matter what the markets or your life may bring.
After decades, or generations, of success, families often reach a point where their financial picture becomes increasingly complicated. Whether this is due to family dynamics, shared ownership or the accrual of various business interests and assets, the time comes when many families feel the need to reevaluate their long-term financial objectives in an effort to streamline the management of their wealth. Through collaborative engagement with a family’s other advisors, Dynamic Capital Group provides a process to further long-term stewardship of family assets in an effort to promote intergenerational engagement and simplicity to the greatest extent possible. Given the dynamic nature of both families and the economic environment, the need to pivot on various fronts is often crucial to long-term success. It is our belief that proper long-term financial planning is fundamental to the success of both the family and the individual.
We will be a sounding board for your dreams and concerns and assist you in developing and executing an investment strategy and financial planning framework that is unique to your personal or family situation.
We will be a financial partner who shares your vision and works with you to discover all the possible strategies that can help address your financial goals.
We will be an advocate who supports and helps position you to pursue what matters to you today, tomorrow and for generations to come.
Who We Are
Jim Gillis IV, CFP®
Investment Advisor Representative
As a fiduciary, Jim has the duty to act in the best interest of his clients. Jim focuses on providing wealth management solutions to high net worth families, foundations and endowments as well as corporate retirement plans. Jim graduated from the University of Georgia where he earned a bachelor’s degree in Banking and Finance and a Minor in Japanese Language and Literature.
Jim is a CERTIFIED FINANCIAL PLANNER™ practitioner and is well versed in the areas of portfolio risk management, tax and legacy planning, and goals-based financial planning. Jim began his career in the investment industry in 2003 and has extensive experience in working with business owners and their extended families, especially those who have concentrated exposure to agricultural and timber assets.
Jim is passionate about employing a dynamic planning and asset management approach that is tailored to the unique needs of each client he serves. Helping clients to steward their assets in a manner that considers the dynamic nature of life and financial markets, Jim believes that a planning and investment approach that promotes maximum flexibility gives families the most optionality in helping them to best achieve well-defined long-term goals.
Originally from Soperton, Georgia, Jim spends most of his time outside of work involved in land stewardship, hunting, fly fishing and spending time with his wife and three children.
What We Do
As an advisor team of Northwest Asset Management in Athens, GA, Dynamic Capital Group provides comprehensive, personalized portfolio management and financial planning to individuals, families, business entities and non-profit organizations. Our goal is to work collaboratively with our clients and their other advisors to build personalized portfolios and financial plans that meet well considered goals.
Life is dynamic, changing with every minute of each day. Dynamic Capital Group can guide you through the opportunities and challenges that are a hallmark of the dynamic world in which we live. Our portfolios and financial plans are fully customizable, and we are with you each step of the way in helping review your situation and make adjustments that meet you every changing needs and goals.
We assist you with planning and preparing for retirement on an ongoing basis or an hourly basis.
We help you manage your money when you do not have the time, interest, or expertise to do so on your own.
We can help make sure you're financially ready to fulfill your retirement goals.