A complete list of active advisors currently associated with JME Wealth Management

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

JME Wealth Management is a small independent registered investment adviser that serves individual and high‑net‑worth clients as well as small businesses, providing comprehensive financial planning, portfolio management, and access to separately managed accounts. The firm also conducts periodic educational workshops on personal finance and investing topics, an offering that is less common among peers. The firm manages discretionary portfolios using a building‑block approach that blends active and passive management, core‑and‑satellite allocations, tactical positions, and hedging, and it integrates institutional sub‑advisers into client portfolios. Unusually for an independent single‑advisor firm, the manager may employ derivatives within separately managed accounts as part of hedging and risk‑management strategies. Operating as a solo adviser with roughly 34 client relationships and about $48 million in assets, the firm maintains a concentrated client base and notes limitations on the pool of available sub‑advisers for some clients due to state notice‑filing constraints. The adviser is also a licensed insurance agent who earns commission income from insurance transactions and discloses that activity and any related conflicts when recommending such products.

To learn more about the advisors currently working at JME Wealth Management, 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.