Financial planning tailored to your goals

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

Architect at drawing table

James Tenaglia, CFP, AWMA, CRPS

Account Vice President

Financial Advisor

Jim focuses on providing sophisticated wealth planning and investment management strategies to affluent individuals, families, nonprofit organizations and small business owners.  Jim began his career in the financial services industry in 2015 when he joined UBS in his fathers practice. Together, they guide clients through retirement planning, education funding, 401k management, liability management and insurance needs.

Prior to UBS he worked for Siemens Energy Inc. managing the construction and commissioning of power plants around the globe. He graduated from Massachusetts Maritime Academy with a B.S. in facilities engineering and earned a M.S. in Project Management from Northeastern University.

Outside the office, Jim has been active in a number of organizations in the community including the Cape Cod Chamber of Commerce as well as volunteering for Big Brother Big Sister of the Cape and Islands. Jim and his wife, Callie, a labor and delivery nurse live in Centerville with their two dogs. They enjoy fishing the waters of Cape Cod and traveling.

Registered States:
  • AZ
  • CA
  • CT
  • FL
  • GA
  • IL
  • IN
  • KS
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NY
  • OR
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • B.S. in Facilities Engineering, Massachusetts Maritime Academy
  • M.S. in Project Management, Northeastern University


  • Accredited Wealth Management Advisor
  • Chartered Retirement Plans Specialist
1471 Iyanough Road (Route 132)
Hyannis, MA 02601
  • (508) 362-1894

Email Me

James Tenaglia, CFP, AWMA, CRPS is also part of:
North Street Legacy Partners

Focus on liquidity management

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