A complete list of active advisors currently associated with JPC Wealth Management, Inc.

Warmer can help you find a great advisor at JPC Wealth Management, Inc. or one who fits your needs even better.

JPC Wealth Management serves primarily individual clients and manages about $312.7 million in discretionary assets across roughly 155 client relationships with a two-advisor team operating out of three offices. The firm provides ongoing, goals-based financial planning and discretionary portfolio management, and it routinely coordinates with other professionals such as estate, tax, and long-term care specialists to implement client plans. The firm’s investment process begins with a detailed review of client goals and uses Monte Carlo analysis and historical return patterns to stress-test those objectives before recommending allocations. Portfolios are implemented with a broadly diversified, multi-asset-class approach (cash, bonds, domestic and international equities, and real estate equity) that favors institutional mutual funds and ETFs and a passive asset-allocation orientation that de-emphasizes market timing and individual stock picking. Distinctive features include a relatively small advisory team overseeing a substantial discretionary asset base and a custodial requirement with a single custodian (Charles Schwab), with disclosed firm benefits from Schwab’s institutional services that can present potential conflicts of interest. The firm also maintains a formal tri-party referral arrangement with an unaffiliated advisor program to provide an alternative implementation path for referred clients who do not meet its account criteria.

To learn more about the advisors currently working at JPC Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.