Jt Wealth Management

JT Wealth Management is an independent, state-registered investment management firm that provides discretionary portfolio management to individual clients and small businesses, including individual/joint accounts, trusts, IRAs and small business retirement plans. The firm manages roughly $10.6 million for a small client base and generally accepts accounts above $100,000.

The adviser pursues active portfolio management focused on individual equities and ETFs to enhance tax efficiency and reduce layered fees, using fundamental, technical and cyclical analysis and proprietary selection methods. Accounts are managed on a discretionary basis with ongoing monitoring and quarterly reporting, and the firm recommends Interactive Brokers as its primary custodian and execution platform.

The firm is distinctive among solo independent advisers for its explicit use of derivatives and option strategies — including buying and writing options and hedging via index instruments — within separately managed accounts to manage downside risk. The adviser holds CFP® certification, has prior military and procurement experience, and routinely aggregates client orders into block trades; clients retain proxy voting and custody with their chosen custodian.