Personal Wealth Management isn’t about chasing gaudy, short-term gains. It’s about the smart, steady, and meaningful accumulation of wealth. That’s why JNBA’s Personal Trusted Advisors always sit on your side of the table. That’s why we free ourselves from potential conflicts of interest and focus 100% on your goals. And that’s why we offer advice and action on six core areas of your comprehensive financial life.
As a JNBA client, you’ll work with a dedicated Advisory Team. This team then works with discipline-specific committees who have diverse backgrounds and expertise in each of the core areas. To create the most streamlined experience, we’ll also work closely with your other trusted financial partners—including insurance professionals, estate planning attorneys, and CPAs.
A plan without action is just words on a page. That’s why once we set your holistic financial plan, we manage the entire implementation process. Your goals are our goals. So to help you reach them, we communicate often, prioritize action items, and guide you through the full list of recommendations until they are complete.
In today’s world of artificial (central banks) and emotional stimulation, we believe it is imperative to remember that a well diversified portfolio should include assets that perform differently in varying environments. The tools we use at JNBA are consistent with this principle.
Our Investment Committee also utilizes three levers to help manage portfolio risk. These include:
JNBA was one of the first advisory firms to use the proprietary trading and rebalancing software, iRebal. Launched in 2007, JNBA was involved in the initial design and implementation. Ten years and 9 upgrades later, the software remains one of the predominate advisory tools in the industry.
Financial planning doesn’t come from a formula or algorithm. It requires real expertise that holistically addresses not only your financial goals, but also those expected and unexpected life events that can affect your financial security. That’s why JNBA can provide you with a comprehensive, highly consultative approach that fully aligns investment strategies—helping you realize every opportunity that can enhance your unique financial situation.
Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement and the specific requests and needs of the client. JNBA does not serve as a law firm, certified public accounting firm, nor an insurance agency. JNBA does not prepare legal documents or tax returns, nor does it sell insurance products.
As a JNBA client, you’ll work with a dedicated Advisory Team. This team then works with discipline-specific committees who have diverse backgrounds and expertise in each of the core areas. To create the most streamlined experience, when requested, we’ll also work closely with your other trusted financial partners—including insurance professionals, estate planning attorneys, and CPAs.