BOUTIQUE
WEALTH TRANSFER FIRM
Specializing in Advanced Planning Strategies for Estate Planning, Retirement Planning, and Wealth Preservation
PRACTICE
AREAS
Life Insurance
Helping clients find the best policy for their family or their business utilizing Term Life, Universal Life, and Whole Life contracts.
Annuities
Helping our clients realize which annuity, if any, make sense for their financial plan.
Retirement Planning
Helping our clients reduce market risk regarding the security of their retirement plans.
Estate and Wealth Transfer
Helping clients develop strategies that allow them to accomplish their objectives regarding their next generation, tax mitigation, and protecting their assets.
Medicare Supplemental Plans
Helping seniors find the best Medigap Plan for their medical circumstances including current health conditions, doctors and specialists, financial means to pay for premiums and out of pocket costs, as well as their prescription drug requirements.
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Final Expense Life Insurance
We guide clients through affordable, guaranteed-issue and simplified-issue policies, offering peace of mind with fixed premiums, lifetime coverage, and no medical exams required.
Business Succession Planning
Helping our clients understand their options and implementing plans that provide the greatest degree of comfort, control, and financial prosperity.
Charitiable Planning
Many of our clients, not all, but many have aspirations to give back to organizations that they believe in - we help them do it with the highest degree of efficiency and impact.
OUR VISION
Gannon Wealth Security Partners was founded on a principle that the financial services industry can be done better - with a greater purpose to help benefit those who wish to maximize their finanical certainty and the financial future of those who will follow in their footsteps.
GANNON
Our Founder's middle name.
WEALTH
There are many different forms of wealth outside of just financial abundance. Wealth
comes to us in the form of Health, Social Network, Intellectual Property, Family, Businesses, Traditions,
Reputation, Family Values, and many other things that contribute to one's wealth.
SECURITY
Once a person, family, or business understands which form of Wealth they value most - what
can they do to protect it? How important is it to protect? Do they have a team knowledgeable about
the strategies that can reach their objectives to help them protect it?
PARTNERS
We believe that we are not the authors of your financial plan, but merely the editors - our advisors
strive to Partner with our clients to help them author their own financial plan, estate plan, retirement plan,
legacy plan, tax mitigation plan - doesn't it make more sense to partner with someone to achieve your goals
than to be lectured by someone on how to do it?
OUR LEADERSHIP
James Gannon Evans
PRESIDENT
Tel: (917) 818-4250
James Evans is the President and Founder of Gannon Wealth Security Partners, an independent planning firm he established in 2014 to specialize in estate planning, wealth preservation, and advanced insurance strategies for business owners and highly compensated executives. With deep expertise in helping closely held businesses and high-income earners structure their financial legacies, James brings a strategic, protection-first approach that blends technical precision with real-world business insight.
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Over the past decade, James has worked extensively with entrepreneurs and operators across industries—including electrical, HVAC, plumbing, general contracting, automotive, and real estate development—delivering tailored solutions for buy-sell planning, key-person protection, executive benefit structures, and multi-generational wealth transfers. He also advises professionals in higher education and healthcare, designing supplemental retirement income strategies that safeguard assets against market risk and taxation.
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James began his career as a financial advisor at Morgan Stanley Smith Barney, where he developed a niche working with pre-retirees and small business owners—many of whom had been overlooked by traditional advisors. He earned his clients’ trust through thoughtful service, measurable outcomes, and a deep commitment to their long-term goals. Eventually, James made the strategic decision to voluntarily give up his Series 7 and 66 licenses to focus entirely on protection-based planning through life insurance, fixed annuities, and irrevocable trust strategies—tools that offer guarantees, tax advantages, and long-term control over wealth.
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Before founding Gannon Wealth, James earned a master’s degree in business while launching his first startup, DormDirectory, and working in athletics at the University of California, Berkeley. He is also a self-taught software developer and has successfully designed, built, and sold software platforms used by retail automotive firms and trade service companies.
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A former NCAA basketball player and Executive Director of the NCAA National Student-Athlete Advisory Committee, James brings the same discipline, leadership, and competitive mindset to his work today—helping clients make confident decisions that align with their values, vision, and family legacy.
CONTACT
GANNON WEALTH SECURITY PARTNERS
OUR ADDRESS
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