James (J.P.) Gregg is an Executive Director at Wealth Foundations Partners, where he works closely with individuals and families to bring clarity, structure, and confidence to their financial lives. With a strong foundation in accounting and over 15 years of experience as a business owner in tax preparation, James helps clients navigate the intersection of tax strategy, investment planning, and long-term wealth management.
At Wealth Foundations Partners, James focuses on guiding clients through a comprehensive planning process—helping them organize their financial picture, implement disciplined, risk-managed investment strategies, and make informed decisions that align with their long-term goals. His background in accounting provides clients with valuable insight into how tax considerations impact overall financial outcomes, allowing for more thoughtful and efficient planning.
James is a Series 65 licensed investment advisor and is committed to delivering an educational, transparent experience for every client relationship.
A native of the Ohio Valley, James and his wife Tamara reside in St. Clairsville, Ohio, where they are raising their blended family of six children. Outside of work, they enjoy spending time together as a family, being outdoors, and traveling. Their faith is central to their lives and guides both their personal and professional approach.