Who is NOT a good fit for JB Wealth Management ?

We seek to  help clients protect and grow their assets through long term financial planning and investment management. People who are not a good fit include:

  • Those who want to plan and invest themselves
  • Those who struggle to share information in a timely manner or follow-up on tasks they agreed to
  • Those who don’t value financial planning and instead focus on short-term investment performance
  • Those who are just looking for short-term investment ideas or trading strategies