Proactive investing with a global focus. Establishing a relationship with the right financial advisor is an important decision. It depends on five criteria and your personal preferences. Additionally, it may help to consider the following three touch points: proactive management, independent advice and diverse investing, including alternative investments. To cut through the many options in financial services and find the right fee-only financial advisor, explore this site, and then call us at 1-866-JENTNER.
If you had your own nationally recognized financial planner for an hour, what would you ask? Take a few moments to watch our video.
Monies in place…
When you have money, whether it’s $1 million for retirement or $25 million in a foundation or family trust, you need to know that your wealth is being managed wisely.
Wise management calls for transparency and instant access to information.
You will also want an advisor who is cool-headed even in tough times and who takes a global view of your investment opportunities.
Actively accumulating…
Financial independence, a charitable or family legacy, a desirable and sustainable lifestyle: whatever drives you, we can help you develop sound strategies for reaching your goals.
Jentner gives you real-time access to your accounts, disciplined rebalancing, responsible investing and regularly scheduled reviews.
The key is a detailed, custom-developed plan implemented with prudent, proactive management and global diversification.
National Recognition
For eleven consecutive years, Wealth Manager magazine has named Jentner one of the top wealth managers in the nation.
Second Opinion
Is your money safe? Is it working as hard as it can? Find out with a Jentner Second Opinion Report, an unbiased, independent analysis.
Proactive Management
Proactive Management uses investment analysis, asset allocation, and disciplined rebalancing to support a passively engineered philosophy. It’s the cool-headed approach.
