Personal Wealth Management

Life is a marathon, not a sprint. So is wealth management.

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.

Investment Committee

Asset Management

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:

  1. Risk on/off trade
  2. Tactical adjustments
  3. Security selection

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.

Comprehensive Planning

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 provides you with a comprehensive, highly consultative approach that fully aligns investment strategies—helping you realize every opportunity that can enhance your unique financial situation.

Your Future, Our Commitment.

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 your other trusted financial partners—including insurance professionals, estate planning attorneys, and CPAs.

WE HAVE THE RESULTS & ACCOLADES. BUT IT’S ABOUT MORE THAN THAT.

It’s about how we make you feel as a JNBA client.

VIEW OUR ACCOLADES

WANT TO EXPERIENCE THE JNBA DIFFERENCE FIRSTHAND?

Share your goals with someone who really listens.

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