Building and maintaining wealth
for our clients since 1988.

OUR PROMISE TO YOU

Putting clients first is important to us, so we go a step beyond most advisors by assuming a fiduciary duty. Here are three main ways that we make good on our obligation:

Transparency

We believe that informed clients make better decisions. Clients deserve to know exactly what they're paying for their investment services, and we make that easy with a simple, fee-only arrangement.

Transparency is also one reason we manage money in-house—so we can tell our clients what they own and why.

Expert Advice

Clients deserve the best advice that we can provide. That's why all of our principals have earned the CERTIFIED FINANCIAL PLANNER® certification.

Beyond the CFP® certification, several members of the JPW team hold CPA licenses including graduate degrees in accounting and business.

Continuity

Life has more than enough change. Our clients know they will work with the same team for years to come and receive the same careful investment approach, individual attention, and high level of service.