Whole Wealth Management is an independent financial services firm that helps busy, successful people organize, simplify, and take control of their finances so they can focus on what matters most. At Whole Wealth Management, we understand that money isn't the only thing, but having it work efficiently for you can lead to a more fulfilling life.
We relieve the strain of financial management so you can spend more time focusing on the things you enjoy and feel confident you're doing everything you can to enhance and protect your future. WE ALIGN YOUR MONEY TO YOUR NEEDS AND WANTS, FREEING YOUR TIME TO FOCUS ON WHAT MATTERS MOST to you. You're in or nearing retirement and need expert help in maximizing your retirement paycheck while preserving your wealth for future generations.
We relieve the strain of financial management so you can spend more time focusing on the things you enjoy and feel confident you're doing everything you can to enhance and protect your future. WE ALIGN YOUR MONEY TO YOUR NEEDS AND WANTS, FREEING YOUR TIME TO FOCUS ON WHAT MATTERS MOST to you. You're in or nearing retirement and need expert help in maximizing your retirement paycheck while preserving your wealth for future generations.
Services
For more than 25 years, Jeff has helped individuals and families balance the relationship between their finances and their lives. After 13 years as an American Express Financial Advisor, Jeff founded Whole Wealth Management in 2006 with a simple vision: to provide industry-leading advice and unmatched service to every client.
Our team is passionate about helping you pursue and enjoy financial well-being. Our expert guidance helps you feel more confident about your finances so you can lead your most fulfilling life. We always conduct ourselves with integrity and strict adherence to fiduciary standards. You can count on independent guidance, confidentiality, and responsible long-term planning.
Establishing the right savings rate, investment objective, and risk-reward profile to grow and protect your wealth. The types of services you need often change as your life evolves. For more specific information about the help we provide based on where you are on your path, choose an option below. You're in or nearing retirement and need expert help in maximizing your retirement paycheck while preserving your wealth for future generations.
The following are common questions we receive from our clients and those considering partnering with us. Don't see your question? Whole Wealth Management clients enjoy several layers of protection. We - and our partners - are subject to the rules and regulations of the Securities and Exchange Commission (SEC) and the Financial Regulatory Authority (FINRA).
Our partnerships enable us to provide our clients with the resources and expertise of a large organization without sacrificing personalized and proactive service. As registered investment professionals, we are required to affiliate with a company in order to buy and sell investment products on behalf of investors.
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