J2X Legacy Advisors LLC, is a advisory and wealth management firm serving families and organizations who are seeking investment strategies that are consistent with their Christian values. We work with Christians to develop and maintain their wealth as well as craft a legacy for themselves and their families.
We recognize and understand that you see your wealth not as an end in itself but as a tool that will allow you to develop an emotionally and spiritually rich life, so that you can do well for yourself, your family and your community. J2X Legacy Advisors LLC is a boutique investment and wealth management firm serving individuals and families who are seeking investment strategies that are consistent with their Christian values.
We recognize and understand that you see your wealth not as an end in itself but as a tool that will allow you to develop an emotionally and spiritually rich life, so that you can do well for yourself, your family and your community. J2X Legacy Advisors LLC is a boutique investment and wealth management firm serving individuals and families who are seeking investment strategies that are consistent with their Christian values.
Services
Carie is responsible for the general supervision of the firm. J2X Legacy Advisors, LLC relies upon Carie's extensive background in the financial services industry and proven commitment to developing client partnerships. Carie continues to set strategic direction for our client relations, marketing and expansion.
We offer three core services for our clients, depending on their stage of life and financial objectives. Our Private Wealth Development services are for individuals and families who are looking to build their wealth so that they can achieve their long-term financial goals.
Our Private Wealth Management service is for those clients who are seeking customized strategies that will help them manage their existing wealth in a way that is consistent with their values.Our Legacy Planning services are for those who want to develop strategies that will allow them to use their wealth to have a lasting impact on their community and the world.
Our Private Wealth Management service is for those clients who are seeking customized strategies that will help them manage their existing wealth in a way that is consistent with their values.Our Legacy Planning services are for those who want to develop strategies that will allow them to use their wealth to have a lasting impact on their community and the world.
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