Broker Check

Who we serve

Families

Families

Time is on your side, even if money may be tight.  Starting your planning, investing and protecting earlier in life has great advantages and is typically much easier than trying to catch up later in life. Protect your income for your loved ones, start saving in retirement accounts, make sure you understand and take advantage of tax planning, and get your estate plan done.  This is all part of our JWC C.O.R.E. Experience and will give you the clarity and confidence you need as a growing family.

Pre-Retirees

Pre-Retirees

At JWC, we focus on giving our Pre-retirees their “two numbers”…  The “1st Number” comes from creating a personal family financial website called “Your Dashboard”.  This is your “Point A” (which is your Net Worth) and includes all your assets, liabilities and valuations.  The “2nd Number” is a dreaming & goal setting process which determines the “Point B”, which is the Net Worth you need to achieve to realize your dreams and goals.  Once we know what your Point A & B are, the planning process helps you see the steps needed to reach your goals.  It’s normal to estimate pensions, social security, inheritance, taxes, insurance & other factors expected to affect your numbers.

Retirees

Retirees

Retirees want to pay special consideration to income strategies, tax planning, and estate planning areas.  Additionally, we use our personal family financial website called “Your Dashboard” to make sure you have clarity on the location & values of your assets and important family documents.  We also have a process called JWC Legacy that takes clients through a legacy creation process.  We want to make sure the stories, values and lessons you have learned in your life gets passed on to the next generation.  Giving someone an inheritance of money becomes much more significant when it’s attached to the stories it took to earn that money.

Business Owners

Business Owners

At JWC Wealth, we come from a long line of Business Consultants.  We have coached literally hundreds of business owners in our own business, and the unique joys, challenges & frustrations of being a business owner is an area we understand.  Of course, there are the normal financial benefit packages for employees we can help with, but we are also available for strategic consultations to help maximize business valuations, owner/executive compensation strategies, and liquidation/exit strategies. How to get Started:

Taking the first step is always the hardest...

We want to make sure you feel comfortable.  Watch this short video from our Managing Partner Santo Montalbano and see him describe what it’s like to be a JWC Client.  

He will also describe the simple 30-minute “Discovery Call” where you can talk with us, ask questions and learn in person what a partnership with JWC Wealth might mean to you.  Use the button below to access our calendar to pick a time that works for you.

Discovery Call

New to Our Firm?

Get to Know Us

Are You a Current Client?

Account Access