Our Family of Advisors

Anchor Wealth Strategies is associated with some of the finest advisors in the business. Our original Broker/Dealer, Investment Advisors & Consultants, Inc., was founded in 1979 by Thomas E. Musumeci with the goal of providing investment advice to anyone who needed help. In 1981, Joseph C. Parsons joined IAC as a full partner, and together they built a dynamic, full-service Broker/Dealer. Investment Advisors joined Royal Alliance Associates, Inc. in December 2006, and is currently one of its largest RR groups.

We are proud to be associated with the professional services they provide!

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

James A. Bartolacci



Investment Advisor Representative with Investment Advisors Asset Management, LLC.

A Registered Representative with Royal Alliance Associates, Inc.


Professional Background

  • Notre Dame High School - class of 1978
  • Graduated from the University of Scranton in 1982 with a B.S. in Business Management
  • Securities Licensed: Series 6, 62, 63 and 65
  • Prior to entering the financial planning industry, Jim was President and Co-Owner of TJ Barts Supermarket for eight years
  • Licensed with our firm since 1996
  • Life, health and insurance licensed

Personal Information

  • Born, raised, and lifelong resident of the Easton area, residing in Forks Township
  • Varsity basketball starter junior and senior year
  • Married high school sweetheart, Shelly Jacobs in 1982
  • Three children — Jamie, freelance graphic designer residing in Brooklyn; Twins, Elayna, recent graduate of the University of Cape
  • Town, South Africa, and James, recent graduate of Brandeis University, Waltham, MA
  • Loves to spend time and travel with family
  • Loves a good micro-brew or a good red wine
  • Favorite hobbies include photography, competitive basketball, skiing, and golf
  • Shark cage diving with great white sharks in South Africa 2010

Personal Quote

"Many years ago, I learned a very valuable lesson for any business:

Our business is a relationship business. In my practice, I strive to listen to my clients (customers), and then build a relationship founded on Trust, Honesty, and Integrity. They need to know that this is their livelihood, and they must be comfortable with me and my practice."

Rosina M. Pignotti

Dedicated Assistant to James A. Bartolacci



Professional Background

  • Graduated from Phillipsburg Catholic High School, class of 1977
  • Attended Northampton Community College in 1978
  • Newest member of our team, joined in 2012

Personal Information

  • Married her husband, Joe, in 1982
  • 2 daughters, Lia (January 1997) and Rachael (July 1989)
  • Enjoys spending time with her family and friends, social butterfly
  • Enjoys traveling, spending time reading on the beach
  • Family pet: West Highland White Terrier, Louie
  • Participated in Relay for Life and enjoys exercise
  • Lived in St. Louis for 5 years and Philadelphia for 4 years prior to returning back to Easton/Phillipsburg area

Personal Quote

"'Courage is the little voice in the back of your head saying I will try again tomorrow.'I've heard that little voice a time or two in my life."