JMH Wealth Management, LLC

JMH Wealth Management is a small, supported registered investment adviser that provides discretionary investment management primarily to high‑net‑worth individuals and associated trusts, estates, and other legal entities. The firm incorporates financial planning into its asset‑management service at no additional charge and generally lists a negotiable account minimum (stated as $750,000), managing roughly $124 million for about 79 clients.

The firm’s investment process relies on fundamental analysis across domestic and international equities, fixed income, no‑load mutual funds, and ETFs, with a generally long‑term orientation and target asset allocations established through initial meetings and risk questionnaires. Investment authority is discretionary and centralized under the firm’s chief investment officer, while clients may impose reasonable account restrictions; the firm does not engage in short selling or option writing.

Distinctive operational features include a requirement that clients custody assets at a single custodian (Fidelity) and a prohibition on directed brokerage, along with receipt of custodian‑provided trading, reporting and portfolio management systems that the firm reviews annually. The firm is small and founder‑led, its advisers hold CFA charters and have adopted the CFA Institute’s professional and asset‑manager codes, and it maintains formal proxy‑voting policies, a written code of ethics with pre‑clearance for employee trades, and a policy to follow an independent governance consultant when material proxy conflicts arise.