Strategic Investing at Your Comfort Level
JRB Wealth Management has developed a series of model portfolios based on our clients' risk profiles, growth goals, income needs, and time horizons. Our portfolios are constructed in a way that allows us to reduce the cost of investing with ETFs (exchange-traded funds) and individual stocks—in particular, dividend-paying stocks and value stocks.
Exploring Your Investment Options
Our advisors work to explore and identify multiple investment strategies to assist you in achieving personal and professional goals.
Wide-ranging in our market outlook, JRB Wealth Management finds opportunities in all asset classes, from the traditional to the alternative. Our advisors focus on steady, long-term growth for your goals, designing portfolios with the goal of remaining strong in good times and bad. We're proud of what we've done and the financial clarity we bring to our clients.
Experience as CFOs & CPAs
Our background as CPAs allows us to recommend investment strategies that incorporate smart tax planning strategies.
We are CPA and tax preparers, so we fully understand all tax implications of any investments and can help you navigate to minimize taxes. This combination of experience allows us an advantage to integrate all of your financial plans with tax-smart strategies to help with long-term savings.
Independent Firm With Big Resources
A combination of resources, skills, and our independent RIA broker/dealer help us discover the best opportunities to meet your life goals.
We incorporate proprietary research conducted at our practice, external research, and research conducted by experts at Commonwealth Financial Network® to identify appropriate investment opportunities for your needs. We keep decisions objective and free of personal preferences as an independent firm.
Individualized Planning Process
Our advisors work closely with you to understand your goals and educate you on the best plan forward with concierge-level support.
