Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Investment & Retirement Services Include:

Investment Planning 

Portfolio Management

Asset Allocation & Diversification

Concentrated Stock Analysis

Investment Risk Control Strategies

Retirement Goal Setting

Social Security Analysis

Elderly Planning

Legacy Planning

Defined Benefit Plans

401 (k) Management

Employer-Sponsored & Self-Employed Plans

Annuities

Pensions

RMDs & Withdrawal Strategies

College Savings Plans

Roth IRAs for Children and Young Adults

Gifting

Business Planning

IRA Contributions & Conversions

Divorce & Widowhood Services

We offer a variety of products and services that enable us to plan specifically to help meet your individual needs. The personal, long-term relationship we establish with each of our clients gives us meaningful insight and allows us to understand your goals. This enables us to provide you with tailored options that offer diversity and risk management options to match your lifestyle and risk tolerance, so you can concentrate on what is most important to you.

Our financial advisors will provide you with customized investment allocation strategies through a portfolio management process that includes both in-depth Fundamental and Technical Analysis. We take into account all your personal financial goals, investment timelines, as well as your specific levels of risk tolerance. Based on this information, we can construct a personalized and customized portfolio filled with investment opportunities designed to provide you with the potential to give you maximum returns and help minimize the amount of risk.

In order to pursue those opportunities in the most effective way possible, we employ our Tactical/Traditional Investment Strategy. This strategy will, in most cases, include a combination of Stocks, Bonds, ETFs, Mutual Funds, and Separately Managed Accounts. In addition, it is often appropriate to complement such strategies with Annuities and Insurance products, should we uncover an Insurance/Income need in the process of formulating your Financial Plan. 

To learn more about Tactical/Traditional Investment strategy, click "Learn About Our Process" below.

NEW!

Let JRS Help you Manage Your Company Retirement Account-All Without Leaving the Plan.

We are pleased to announce that JRS Wealth Management can now, for employees of a select number of companies, help you actively manage your 401k/403b/457. We understand that so often, selecting the investments within your company plan can be confusing, and sometimes not the most effective way to align with your retirement goals. Through our BrokerageLink program, you can enroll in a more actively managed strategy, one that we can oversee for you as a part of your overall financial plan.

BrokerageLink would allow you, as a participant in these particular plans, to have access to this diversified program that is designed to control risk without inhibiting investment flexibility. We can help you to determine which option to select based on your goals, time horizon, and risk tolerance, and then assist you in making any changes we recommend if and when those times should occur.

For more information, contact us at 520-577-9500.