Why is working with JB Wealth Management different from other financial planning services?
We know you didn’t come to a financial planning website because you needed a few laughs. However, now that you’re here, you might have smiled a few times reading our FAQs. Our true difference is our people. We're very serious in our planning, but we are genuine people who like to have fun and laugh with our clients while laughing at ourselves. We truly like our clients and can go from having a serious planning conversation and immediately transition to sharing a beverage and joking with them right afterward. If you’re looking for the stereotypical financial advisors you see on TV Commercials, we’re probably not the best fit for you.