Complementary Introduction Meeting
Are you interested in learning how Jentner can help you build a better, more secure financial future? Contact us today to schedule your complementary introduction meeting.
Portfolio Second Opinion
Are you concerned about the fate of your wealth?
Consider a Portfolio Second Opinion from Jentner Wealth Management. This is a professional investment review of your current investment holdings. Your tailored report will analyze your current:
• Investment policy
• Diversification and allocation
• Risk vs. return and risk tolerance
• Historical returns and benchmarks
• Costs, turnover, and tax efficiency
• Alignment with your goals
Our report will provide suggestions for increasing your portfolio’s strength. Contact us today to schedule a Portfolio Second Opinion.