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When working
with us, the
focus is on you.

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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“Our customised solutions result from addressing each client’s individual needs. No two plans are the same because no two goals are the same.”

Matthew R. Jentner CPA, CFP®, Vice President and CFO