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.

The firm primarily serves individual and high-net-worth clients, providing ongoing, goals-based financial planning and discretionary portfolio management. It offers standalone financial planning engagements and routinely coordinates with other professional advisors (estate, tax, long-term care specialists) as part of the client relationship. The firm implements a broadly diversified strategy across five primary asset classes—cash, bonds, domestic equities, international equities and real estate equity (REITs)—typically using low-cost institutional mutual funds and ETFs to gain asset-class exposure. Its philosophy emphasizes passive exposure over market timing or stock picking, lower turnover to limit taxes and trading costs, and the use of Monte Carlo and historical stress-testing to evaluate the probability of meeting client goals. What is distinctive is the firm’s scale relative to its size: it manages roughly $312.7 million for about 155 clients while operating with a small advisory team led by a long-tenured principal, a profile that implies higher assets per client and more concentrated oversight. The firm also maintains a formal referral arrangement with an unaffiliated managed-asset program to accommodate smaller referrals, requires custody at a single institutional custodian, and does not accept proxy-voting authority for client securities.

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.