Journey Beyond Wealth
Journey Beyond Wealth ("JBW") is a fee only, mission-driven, and client-centered firm serving families and individuals across the country.
We're not your typical advisors. We build customized investment portfolios to endure any market, and we dot every "i" and cross every "t" with proactive, ongoing financial planning. But we don't just try to protect and maximize your financial wealth, we care about helping you live your best life. Ultimately, your financial resources should afford you the time and flexibility to pursue what's most important to YOU.
What if you could cut back on work or stop altogether to spend more time with your family...or pursue a dream or interest? What if you could make a change in your life that would improve the quality of the relationship you have with your spouse, children, or others? Questions like these often have financial ramifications and we encourage meaningful conversations about what really matters to you. You imagine the best version of your life, we help you gain clarity in the process, and then we synthesize the complex financial issues into a simple plan to help you get there.
Ultimately, life isn't about the money...it's about the journey, the memories you create, and the legacy you leave behind.
We help families and individuals by going beyond the scope of a typical advisor:
- Help clarify what's important (life goals, decisions, priorities, etc.)
- Analyze cash flow and collaborate on retirement scenarios
- Build for retirement (using 401(k)s, IRAs, HSAs, etc.)
- Plan for how to provide income in retirement
- Invest wisely using low cost, tax-efficient funds
- Coordinate with accountant on tax saving ideas or with attorney on estate planning
- Protect your assets and income through insurance planning (note: we don't sell insurance)
You deserve to live your best life!