Investment Services

Our investment process prioritizes listening.

Discovering What You Truly Want

We are here to listen. Our process of discovery is centered around your objectives and finding out what you truly want. We then work to develop a portfolio best suited for your specific needs. Knowing you as a client leads to meaningful conversations that provide for better financial decisions and focused plans that can have better financial outcomes.

Portfolios Informed by Decades of Experience and Ongoing Education

Our team has the knowledge to prepare you with a suitable portfolio for targeted goals. With expert resources in our hands, we dedicate time to research and ongoing education. Even if you hold investments outside of the portfolio we create, including tangible assets, we will also take the time to evaluate and adjust risk across the entirety of your holdings. Our primary objective is to provide you with the best options for your entire financial picture.

Portfolios Outside of JRS Wealth Management

If you hold investments outside of the portfolio we create, including tangible assets, we will also take the time to evaluate and adjust for risk across the entirety of your holdings. Our objective is to provide you with the best options for your entire financial picture.

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Multiple Layer Investments

Each investment strategy is designed specifically for you with your goals in mind. Portfolio makeup can be stocks, mutual funds, exchange traded funds, bonds, and more. Socially responsible investing combines financial growth with a positive social impact.

Options for Retirement

JRS will advise on the most appropriate account type for you and your family, from Individual to Joint Brokerage Accounts, IRAs, Business Retirement Plans, Roth IRAs, Traditional IRAs, and more.

Alternative Investments

Our alternative investment category is designed to help clients gain exposure to unique strategies and asset classes, generating returns differently than stocks and bonds and reducing risk.

Tax Efficiency and Estate Planning

It is important that we plan for your lifestyle both in the present and in the future. We do so by making efforts to protect your assets, identifying tax considerations, and reviewing matters concerning your estate or other legal aspects.

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