About Jentner
The Portfolio Second Opinion

Are you concerned about the fate of your wealth?
Do you understand how prepared you are for the future?

Consider a Portfolio Second Opinion from Jentner Wealth Management. This is a professional investment review of your investment holdings. Your tailored report will analyze:

  • Investment policy
  • Diversification and allocation
  • Risk vs. return and risk tolerance
  • Historical returns and benchmarks
  • Costs, turnover, and tax efficiency
  • Transparency
  • Alignment with goals

The report will also provide suggestions for increasing your portfolio’s strength.

Get a Second Opinion from Jentner today:

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