Build the future you envision
Our wealth management builder helps families and professionals move beyond DIY investing or robo-advisors with personalized strategy, holistic planning, and ongoing accountability.
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Client Reviewed & Trusted
How It Works
01
Discovery
Clarify goals, risk tolerance, and financial picture.
02
Wealth Plan
Build your personalized strategy and projections.
03
Implementation
Transition assets and optimize structure.
04
Accountability
Quarterly reviews and annual updates.
What's Included
Investment management, portfolio rebalancing, and goal-based strategy.
Holistic planning: retirement projections, cash flow, estate, and insurance coordination.
Quarterly accountability reviews and annual refreshes.
Client dashboard for consolidated net worth reporting.
wealth management
1% of AUM
Plus Planning Fee for Portfolios Under $1M
Add-on: Tax Planning & Preparation
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What You’ll Gain
Personalization: A plan tailored to your life, not an algorithm.
Integration: Investments, estate, and cash flow working in sync.
Accountability: Reviews and adjustments as your life evolves.
Tax-Aware Growth: Optional tax strategy and preparation.
Confidence: Know your wealth is working toward freedom.
Past performance does not guarantee future results. All investing involves risk, including the potential loss of principal.
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.
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