Your goals.
Our guidance.
Advice you can trust.
Fee-only financial planning and investment management.
Schedule an initial consultation with a CFP® professional and find out how we can help bring clarity to your financial future.
No Commissions
We are a fee-only firm that will never earn a commission from our clients.
No Sales
We focus on creating a financial plan tailored to your needs, not on selling unnecessary products.
No Asset Minimums
Building assets takes time, but starting your financial plan doesn’t have to wait.
CFP® Standard
Have confidence knowing that your advisor holds the recognized standard of excellence.
Sworn Fiduciary
Your advisor is held to the highest standard in the industry, placing your interests and needs first.
Virtual Services
Wherever your location, we are here to help. We offer virtual services throughout the entire planning process.
Our Mission
To provide our clients with smarter solutions to their financial needs through a comprehensive, transparent process, from advisors who have their best interest at heart.
Physicians
As a physician, you have unique circumstances that greatly impact your financial future. Student loan debt, risk management, and taxes are but a few of the issues that you will need to plan for during your career. At Jager Wealth Management, we understand the challenges facing the medical community, and realize that a high income doesn’t always equate to financial success. We work side by side with physicians and other medical professionals to build a plan that translates your education and hard work into financial freedom and a lasting legacy.
Business Owners
Building a successful business can be extremely rewarding. Not only are you in control of your income potential, but you are also building an asset that can be used for retirement needs or become part of your family legacy. We understand the challenges that small business owners face and the time constraints that make planning for your retirement nearly impossible. At Jager Wealth Management, we work hard to provide a clear path to retirement, so you can work hard on continuing the success of your business.
Retirees
We spend so much of our lives focused on our career that it can be hard to imagine what life will be like when we retire. At Jager Wealth Management, we help you develop a clear vision of what the next chapter of your life will look like, and how to use the wealth you have achieved to reach your retirement goals. We will help you:
- Clarify your retirement goals
- Know how much you can spend in retirement
- Utilize tax efficient distribution strategies
- Leave a legacy