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For Individuals and Families

Client centered.

As a Jentner client,
your needs come first.

Wealth Management Services

Successful wealth management combines fiduciary advice, globally diversified investment management, and comprehensive financial planning—our areas of knowledge and experience.

What sets us apart?

What sets us apart from most financial advisors is we are fee-only, meaning we never earn commissions. We are a fiduciary to our clients 100% of the time, avoiding the conflicts of interest that arise from selling financial products. Without proprietary financial products or commissions, our advice is always what we believe to be in our clients’ best interest. The result is a custom financial plan and a personal Investment Policy Statement created just for you.

The Jentner ProActive Investment Strategy™ provides our clients with a plan for life-long investing. Our portfolios invest in more than 10,000 companies on six continents. They are designed to deliver long-term results and give you confidence in your investments while helping you achieve the financial control, stability, and growth you want.

Comprehensive financial planning starts with a deep understanding of your goals and resources, which we use to develop your custom and detailed financial plan, a road map for achieving your goals. With the plan in place, we work with you to implement solutions and review and adjust your plan to help propel you toward your goals.

Relationships, not transactions, are the basis of our work.

Because we create goal-focused financial plans that fit our clients’ purposes and passions, we develop long-lasting relationships with our clients. We listen. Then, we plan. That’s how it should be done, and so that’s how we do it.

Proactive Investment Management

  • Passively engineered
  • Globally diverse
  • Fiduciary advice
  • Cost-effective and tax-efficient
  • Risk-appropriate investment allocations
  • Disciplined rebalancing
  • Cash flow and investment distribution planning
  • Written Investment Policy Statement

Financial Planning

  • Investment
  • Asset allocation
  • Retirement
  • Estate
  • Insurance and risk management
  • Legacy
  • Cash flow
  • Business succession
  • Education
  • Life transition

Types of
Clients Served

  • Individuals and families
  • Trusts
  • Business retirement plans
  • Foundations and endowments

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
  • Transparency
  • Alignment with your goals

Our report will provide suggestions for increasing your portfolio’s strength. Contact Us today to schedule a Portfolio Second Opinion.

Book your complimentary
introduction meeting.

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