About Jentner

Our Services

Successful wealth management involves financial planning, investment management, and values-based life planning – our areas of knowledge and experience.

ProActive Investment Management

  • Passively engineered investing
  • Globally diverse investing
  • Held to fiduciary standard
  • Cost-effective and tax-efficient investing
  • Risk-appropriate asset allocations
  • Disciplined rebalancing
  • Cash flow and investment distribution planning
  • Written investment policy statement

Goal-Centered Financial Planning

  • Retirement
  • Estate
  • Insurance
  • Legacy
  • Business succession
  • Education
  • Life transition
  • Tax
Continual Communication

  • Personal meetings with your wealth advisor
  • Client education and events
  • Newsletters, statements, market updates, etc.
  • Personal wealth management website

Institutional Trustee Services

  • Investment management
  • Wealth transfer guidance
  • Trust administration through Charles Schwab Bank

Types of Clients Served

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