Our goal is to consistently provide timely advice, an objective perspective, and ultimately, help you make informed and improved decisions. We strive to understand each client’s financial situation and help them to complete their financial puzzle one piece at a time. As an independent investment advisory firm, we are free to source the best solution for each client’s unique situations.

Our investment philosophy is rooted in the concepts of asset allocation and portfolio diversification. We believe that time, not timing, is the most important ingredient to creating and funding wealth. Our investment process helps our clients through different life stages including starting a family, saving for college tuition, preparing for retirement, living with dignity in retirement and leaving a meaningful legacy.

This holistic approach recognizes that financial decisions are interconnected, and that it's important to consider the big picture when making decisions about investments, taxes, and estate planning. By providing a comprehensive view of the overall financial picture, we help clients make informed decisions and successfully achieve their long term financial goals.

We help build, manage, preserve and transition wealth for anyone.

At JB Wealth Management, we provide assistance in the following areas:

Investment Services

  • Bonds
  • Common Stock
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Unit Investment Trusts (UIT)
  • Traditional IRA
  • Roth IRA
  • Structured Notes
  • Market Linked CDs
  • Brokerage Accounts
  • Advisory Investment Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Fixed Annuities
  • Fixed Indexed Annuities
  • Immediate Annuities
  • Variable Annuities
  • Investor Education

Financial Planning and Insurance

  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Long Term Care
  • Public Employees Retirement System (PERS)
  • Tax Diversification Strategies
  • Optimizing Social Security
  • Maximizing In Retirement Income
  • 401 (k) Planning
  • 403 (b) Planning
  • 457 (b) Planning
  • Defined Benefit Planning
  • 529 College Savings Plans
  • Estate Planning
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Life Insurance
  • Rescuing Orphaned 401(k)


Meet Our Team

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