“Our true success story is our clients’ ability to achieve lifelong goals through sound financial strategies. Limelight or no limelight, our commitment to provide sound financial strategies, to build strong, stable portfolios and to serve you with personal attention will not change, because our goal is always the same – your success.”
Bruce Jentner
President
You first.
Working with Jentner Wealth Management is different, and it has been since our founding in 1984. We take a disciplined, proactive approach to wealth management on your behalf. The focus is on you.
Focused. A deep understanding of your goals, financial situation and your core values supports the custom wealth management program that we will develop for you. This program includes objective advice. Without proprietary financial products or commissions, our interests are aligned with yours. The result is a financial plan and an investment policy created just for you.
Relationships, not transactions, are the basis of our work. Because we develop values-focused financial plans that fit your purposes and passions, we have long lasting relationships with our clients. We listen. Then we plan. That’s how it should be done and so that’s how we do it.
Personal attention. Plans are individually tailored to your situation. Our experienced financial advisors work closely with you in a process of in-depth analysis and strategic planning. A meeting or two simply doesn’t cut it; you receive focused attention over time. That’s how your goals will be achieved.
Regular reporting and advising. We stay in an ongoing fee-only investment management relationship with regularly scheduled reviews. All holdings are in your name. We do not take custody of your investment dollars; you always have complete access and control of your funds.
Jentner Wealth Management is often featured in leading financial media.
From 2001-2011, our firm is named one of the top wealth managers in the nation by Wealth Manager magazine.
President Bruce Jentner was identified as one of top 250 financial planners in U.S. by Worth magazine.
Jentner Wealth Management ranked in Financial Advisor magazine on their Top RIA Survey 2011, which appeared in the July 2011 issue. We also made Financial Advisor’s Top RIA Survey 2010 and Top RIA Survey 2009.
Wide-ranging. Jentner’s wealth management services combine financial planning with investment management for individuals, families and organizations. In a process that has been validated by empirical evidence, a very well diversified investment portfolio will be created for you. Experienced, objective advisors use the elements of prudent wealth management – fee only financial planning and passive investment management – to help you achieve the financial control, stability and growth you want.
The reason so many experts recommend fee-only financial advisors is that you receive objective advice without the influence of commissions. Our fee-only planning services cover many financial issues and use advanced methods such as probability assessment and risk tolerance analysis.
We go about this in a series of precisely focused meetings:
- A no-cost Introduction meeting to discuss your needs and expectations.
- A Discovery meeting to address and understand your history, objectives, goals, values and financial situation.
- A Proposal meeting describing how we can help you, and what it will cost. There is no “sales pitch” from Jentner Wealth Management: you decide if our services fit your needs.
- A series of Planning sessions over several months to complete your financial plan as well as your investment policy statement and specific asset allocation.
- Implementation of the plan, which may include the following;
- Investment Management
Retirement
Estate Planning
Risk Management/Insurance Review (We do not sell insurance.)
Education Funding
Tax Planning
Business Succession Planning
Charitable Gifting and Legacy Planning
