What to expect as a client of JWM:

    • Service Beyond Compare

      Every business says customer service is their priority. At JWM, it is apart of our culture. If you prefer to talk finances over an oat milk latte, we’ll have one ready when you arrive. If we’re doing business over video, we’ll test our wifi strength before we meet. If it has nothing to do with finance but you need the best mechanic/dentist/aquarium guy in town, we will put our efforts into finding you that recommendation. Our keystone is service, and when you work with us, you feel it.

    • Proactive In-house Portfolio Management

      At JWM, we practice something we call active wealth management. It means that we are hands-on with your portfolio and it requires that we know you and your financial plan well. Active management means looking ahead and, since we can’t predict the future, making plans for multiple possibilities.

      When the market environment is favorable, we have a plan for that. When the market is unfavorable, yes, we have a plan for that too. We build portfolios around our client’s goals with the ability to adapt to change at the drop of a hat. We have a personalized, documented plan already in place that specifies what actions to take on our clients’ behalf. This is not a common practice, and it’s one we’re proud to offer.

    • Custom Portfolio Risk Management

      Another arm of active portfolio management is how we manage risk. While a lot of firms outsource client portfolio management (trading & investment selection) decisions to third parties, we do it all in-house. We can raise and lower risk levels within our various JWM investment models in real-time by having a full-time trader on staff.  

    • Proactive Communication

      There’s a reason we reason we rarely receive panicky calls from our clients. You can count on in-person meetings when you need them, check-in calls, optional video conferencing, and financial education that helps you make empowered decisions. We also stay on top of the news and proactively reach out to clients with relevant updates. And we strive to return every call and email the day we receive it. 

    • Sound Intriguing? Take the first step.

      1.  Schedule an initial call.

      2.  15-minute call with JWM's CEO, Matthew Jessup, to learn more about you.

      3.  We'll see if we are a good fit.

      4.  We get down to business

    ​Schedule Initial Call​