Consultants

Serviss Wealth Management is a focused on connecting the dots for your business and wealth management. Meet our consulting team below.

James Grieve CMC, MBA

Business Consultant

James is a certified management consultant (CMC) specializing in strategy, customer experience design and organizational change management. He has a can-do approach to business and is passionate about facilitating, creating and implementing innovative service experiences that people love, and combines his knowledge of strategy, functional business expertise, and design to do so.