Every client is unique. From investment objectives, tax considerations, and financial requirements to their long-term legacy and estate planning goals, each client's situation demands a personalized and attentive approach to planning and investing. The best way to achieve each client's goals is by investing in-house, where we can completely control and customize their portfolio and their plan.

We pride ourselves on our fee-only, fiduciary model. Where other firms might make commissions on certain products or charge you for advanced services, our compensation structure is designed to be simple and transparent as a percentage of assets under our management.

We communicate regularly with and make ourselves available to our clients with monthly custodial reporting, market commentary via client letters, and on-call access to a principal. If we're not reachable by phone, we will return your call within 24 hours.


JPW assumes the role of the CFO for our client's financial life, handling needs related to:

JPW will assess your financial goals and create a strategy to secure a comfortable and financially stable retirement. This includes determining the amount of money you need to save, selecting appropriate retirement accounts, managing investments, and making decisions about when to retire.

The experts in our office leave no stone unturned when it comes to our tax planning services. We are strategic decision-makers that optimize your financial situation by utilizing deductions, credits, exemptions, and other tax-saving strategies to maximize after-tax income and enhance your overall financial plan.

A key piece to the health of each client's financial plan, JPW's wealth forecasting involves projecting and estimating future financial outcomes based on your current situation, investments, income, expenses, and other factors. We help our clients gain insights into the potential growth of their wealth over time, enabling them to make informed decisions regarding investment strategies, savings goals, and financial planning.

Together with wealth forecasting, long-term cash flow management focuses on effectively managing your income and expenses over an extended period. We will work with you from creating a comprehensive budget, to analyzing cash flow patterns, forecasting future income and expenses, and implementing strategies to optimize cash flow for achieving financial goals and maintaining financial stability for you and your family for years to come.

Estate planning is an important tool in preparation for the distribution of your assets and management of your affairs after your passing. As the CFO of your family, we will work with, advocate your interests, and review wills, trusts, and other legal documents with professionals to ensure that your assets are transferred according to your wishes, minimizing taxes and probate costs, and appointing guardians for minor children.

JPW works with our clients to save and prepare for the costs associated with education, such as college tuition and expenses. By evaluating different savings options, such as 529 plans or education savings accounts, we can develop a strategy to fund these expenses while considering tax advantages and your long-term financial goals.

For charitably inclined clients, your JPW team can incorporate philanthropy and charitable giving into your financial plan. Whether we need to assist in identifying causes or organizations you wish to support, helping give to your place of worship, understanding the tax implications of charitable donations, or developing strategies to maximize the impact of your charitable contributions - we will align all of these factors with your overall financial goals.

Your team at JPW will assess your risks and determine the appropriate amount of insurance coverage to protect yourself, your loved ones, and your assets. By evaluating your life insurance, health insurance, disability insurance, long-term care insurance, and other types of coverage, we are able to work with you to mitigate potential financial losses in the event of unforeseen circumstances or emergencies.

If you have a question about a specific service, don't hesitate to ask! We probably already do it, and if we can't, we'll get you in touch with someone who can.


The investment plan works in tandem with the financial plan that we create for our clients. Each client's investment portfolio is 100% customized in-house according to their unique and specific needs. We rely on a wealth of perspectives from JPW's Investment Committee and never outsource our work to third-party money managers that layer other firm's clients with hidden fees and burdensome costs (read Our Investment Philosophy).


For clients with a minimum of $3 million assets under management, JPW will act as their CPA and assist in the preparation and filing of individual tax returns.