helping individuals over 50 optimize their investments, reduce taxes, and create retirement income that lasts

Jager Wealth Management is a fee-only financial planning and investment management firm in Hattiesburg, MS proudly serving as a fiduciary to families and individuals in South Mississippi.

FREE ASSESSMENT

WHAT MAKES US DIFFERENT

You don’t want to trust your financial future to just anyone. It’s only fair that you get a chance to get to know us first. Before we move forward, we’d love to share some insight into working with us. This gives us the opportunity to showcase our services so you can see if our firm will be the best fit for you and give you peace of mind, knowing you’re in good hands with Jager Wealth Management.

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OUR PRINCIPLES

Jager Wealth Management is built on these basic and fundamental principles.

fidcuciary

Your advisor is held to the highest standard in the industry, placing your interests and needs first.

commission-free

We are a fee-only firm that will never earn a commission from our clients. 

CFP® PROFESSIONAL

Have confidence knowing that your advisor holds the recognized standard of excellence.

About Jager

Jason Jager is a Certified Financial Planner™ in Hattiesburg, MS. Jager Wealth Management is a fee-only financial planning and investment management firm that helps individuals over 50 optimize their investments, reduce taxes, and create retirement income that lasts. We act as a fiduciary to all of our clients and never earn a commission off of our advice.

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READY TO TAKE THE NEXT STEP?

 

Use the calendar to schedule a call at your convenience. 

There's absolutely no commitment expected on this call, it's strictly for us to get to know each other. This quick 15-minute call will let us see if your needs match our services.