Wealth Management Services
Successful wealth management combines fiduciary advice, globally diversified investment management, and comprehensive financial planning—our areas of knowledge and experience.
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.
• 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
Comprehensive Financial Planning
• Asset allocation
• Insurance and risk management
• Cash flow
• Business succession
• Life transition
• Tax and gifting
Types of Clients Served
• Individuals and families
• Business retirement plans
• Foundations and endowments