We specialize in providing "The Science of Investing and the Art of Living" for people who want to get their lives back. Our best clients are looking for simplification. They want a trusted partner that they can delegate some of the burden to, not only when it comes to their finances, but also to help them get more enjoyment out of the money they have and the life they are living.
Building wealth for wealth's sake is OK for some, but our best clients want more than that -- they want their money to help them create a life that means something -- something that is important just to them.
We have over 25 years experience providing traditional fee-only financial planning and investment management services to our clients. (That's the Science of investing part.)
Since 2005 we have been providing our best clients with the Art of Living part -- helping each and every one of them live a life filled with money and meaning. (See our affiliate JATAJ Life Planning for even more in-depth services for people who wish to focus only on the Art of Living.)
These are just some of the services we provide to our clients through JATAJ Wealth Management:
- Values Based Cash Flow Planning
- Risk Management
- Investment Management using Nobel Prize Willing investment strategies
- Tax Planning
- Retirement Planning
- Estate Planning
- Charitable Planning
- Meetings in person, by phone, or Skype
- 24/7 access to your financial plan, investment accounts, performance reports, and financial documents through our secure online portal
- Copies of your Wills, Powers of Attorney, Tax Returns and any other important documents you would like at your fingertips as you travel stored securely in your very own private document storage area.
- and more.......
Share this page
