Guiding Principles
With information and finances moving at the speed of light today, we understand the challenges in managing personal and business finances in the ever-changing financial landscape. We also know that your time is one of the most precious assets you have. Our team of Advisers is ready to work with you to build an independent, personalized, and authentic wealth management strategy that pursues your needs. We are here to create financial empowerment.
We exist to serve our clients for generations. Whether directing the financial well-being of your home or business, we work tirelessly to give clients the most compelling ideas to enhance their planning.
Strategy First. Real Results.
When you engage with our team, we help you articulate your vision and structure your financial plan to pursue it.
Meeting #1 – Initial Consultation
You can consider this as a “First Date”, where we get to know each other, share expectations, and determine whether our team is a good fit for you. We establish priority needs and outline specific steps for the next meeting.
You choose how we serve you
Priority needs
Implementing single solutions to an existing plan
Needing a product solution to an immediate issue
Looking for 2nd opinion on current plan
Foundation
Exploring how to take finances seriously
Desiring to build a positive net worth
Looking for accountability on financial goals
Accumulation
Becoming established in career
Aspiring to accelerate net worth growth
Pursing greater financial efficiencies and leverage
Distribution
Contemplating specific plans for retirement
Approaching or living retirement
Seeking help with lifestyle transition
Searching for clarity about retirement income
Legacy
People who are confident in their retirement standard of living
Concerned about estate erosion
Seeking to maximize the transfer of assets
Passionate about charitable giving
For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically
