What is Wealth Management?
With so many different names and titles in the financial industry, defining what we do is important. We view “Wealth Management” simply as being intentional with what you want your money to accomplish for you. Wealth Management is not just retirement income planning and making investment projections...
Our Services
Jon Jandro
My interests in markets began long before I ever started to think about a career in Wealth Management. From sports cards in elementary school, to “sugary drink bans” in middle school, my fascination and understanding of supply and demand fundamentals carried me to where I am today...
