Alexander Jankowski (CFP®, CPA, MAcc)
Alexander Jankowski focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- Retirement Planning & Distribution Rules
- Tax Planning
- Baby Boomers
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Alex founded Timeless Wealth on the belief that effective financial planning requires more than investment management alone—it requires integration across tax, retirement, and estate planning, delivered with a disciplined, fiduciary approach and a long-term perspective. As a CPA, Alex ensures that tax planning is a core service provided to every client.Additional Information
We provide comprehensive wealth management with a deliberate focus on tax planning and estate planning, two of the most critical—and often overlooked—drivers of long-term financial success. By integrating investment management, proactive tax strategies, and estate planning guidance, we help families make informed decisions with confidence. Every recommendation is made with a long-term perspective to protect what you’ve worked so hard to build.NAPFA Start Date
January 15, 2026
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