Start your path to financial freedom.
Integrated tax, wealth, and financial planning designed to simplify your finances, minimize taxes, and bring lasting clarity to your money and your life.
Client Reviewed & Trusted
JCJ Wealth & Tax Advisory LLC is a trade name of Arrowroot Family Office, LLC, an SEC-registered investment adviser. All investment advisory services are provided exclusively through Arrowroot Family Office, LLC. Registration with the SEC does not imply a certain level of skill or training.
Clarity
Oversight
Peace of Mind
Financial Coaching
Our 12-month financial coaching program helps you simplify money, eliminate stress, and build a confident path toward financial freedom — with guidance every step of the way.
Wealth Management
Our wealth management builder helps families and professionals move beyond DIY investing or robo-advisors with personalized strategy, holistic planning, and ongoing accountability.
Family Office
A unified Family Office solution that orchestrates your advisors, aligns your entities, and builds enduring legacy for tomorrow — whether you’re at Core or Pro scale.
Client Success
Daniel B.
Client testimonial provided voluntarily and without compensation. Testimonials may not be representative of the experience of all clients. No guarantee of future performance or success is implied.
Jim’s strategic tax planning proved indispensable during the sale of my business. His profound expertise facilitated significant tax minimization and ensured a seamless navigation of a complex process.
Jason U.
Client testimonial provided voluntarily and without compensation. Testimonials may not be representative of the experience of all clients. No guarantee of future performance or success is implied.
Jim is reliable, responsive, and detail-oriented. Whether for personal or business needs, his tax expertise and clear advice make him a trusted partner in my financial planning.
Jonathan L.
Client testimonial provided voluntarily and without compensation. Testimonials may not be representative of the experience of all clients. No guarantee of future performance or success is implied.
Jim has been invaluable in navigating the tax complexities of owning multiple restaurants and real estate. His responsiveness and insight give me confidence that I’m making the right financial moves.
Client Success
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Jim’s strategic tax planning was invaluable during the sale of my business. He helped me minimize taxes and navigate a complex process with confidence.
Daniel B.
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Jim is reliable, responsive, and detail-oriented. Whether for personal or business needs, his tax expertise and clear advice make him a trusted partner in my financial planning.
Jason U.
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Jim has been invaluable in navigating the tax complexities of owning multiple restaurants and real estate. His responsiveness and insight give me confidence that I’m making the right financial moves.
Jonathan L.
Client Success
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Working with JCJ Advisory transformed how I manage my business and personal finances. They brought clarity, strategy, and partnership every step of the way.
Customer Name
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Working with JCJ Advisory transformed how I manage my business and personal finances. They brought clarity, strategy, and partnership every step of the way.
Customer Name
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Working with JCJ Advisory transformed how I manage my business and personal finances. They brought clarity, strategy, and partnership every step of the way.
Customer Name
"
Working with JCJ Advisory transformed how I manage my business and personal finances. They brought clarity, strategy, and partnership every step of the way.
Customer Name
Why JCJ Wealth & Tax Advisory?
Integrated Expertise
Comprehensive financial guidance that connects your tax strategy, investments, and long-term planning—so everything works together.
Long-Term Thinking
We don’t chase short-term fixes. We build sustainable financial systems that grow with you and adapt to life’s changes.
Built for individuals & Families
High-touch support and personalized service—without the cost or complexity of a large firm.
Trusted Partnerships
We collaborate with your legal, insurance, and investment teams to ensure your entire financial life is aligned and coordinated.
Frequently Asked Questions
Absolutely. Whether you’re just getting organized or refining a complex plan, we’ll create a roadmap that brings clarity to your financial decisions and helps you move confidently toward your goals.
Yes. We serve individuals, families, and business owners who want to bring structure and strategy to their finances. Our experience spans personal planning, multi-entity tax coordination, and integrated wealth management, helping ensure every part of your financial life works together efficiently.
Yes. Through our family office partnership, we provide portfolio management integrated with tax strategy and long-term planning.
Yes. We work virtually with clients nationwide using secure, tech-enabled systems that make it easy to collaborate wherever you are.
We offer transparent, subscription-style pricing based on your level of planning and oversight needs—so you always know what you’re paying for and why.
Yes. For clients who need focused tax or financial guidance before committing to ongoing services, we offer limited one-time or project-based engagements.
We begin with a discovery call to understand your goals, organize your financial data, and outline your 12-month roadmap. From there, we move step-by-step toward clarity and financial freedom.
Simplify your finances. Amplify your freedom.
JCJ Wealth & Tax Advisory delivers integrated planning that connects your taxes, investments, and life strategy—so you can move forward with clarity and confidence.
Book a call with Jim
