Every day, people entrust their finances to a financial professional to help them pursue the financial goals they've set. That sounds so impersonal, doesn't it? Janet Wilson Wealth Management, Inc. partners with you to develop a doable course of action based on your values, comfort level, current situation, and timeline.
If you don't understand something, we want to explain it to you. If you're not sure about a particular investment, we'll tell you why we think it would work for you. Or we'll find an alternative you can be comfortable with. We think you'll agree that our way is anything but impersonal. We invite you to explore our website to get to know us better.
If you don't understand something, we want to explain it to you. If you're not sure about a particular investment, we'll tell you why we think it would work for you. Or we'll find an alternative you can be comfortable with. We think you'll agree that our way is anything but impersonal. We invite you to explore our website to get to know us better.
Services
At Janet Wilson Wealth Management, Inc. we want you to enjoy your life and live it to the fullest! For this reason, we partner with you to simplify your financial life, plan for your future, and that of your children and grandchildren to ensure you have the time and money to do the things you enjoy.
No matter what your level of wealth, working with us can help you pursue your goals. Together, you'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature.
Janet Wilson had good reasons to start her own wealth management firm in 2009 after the collapse and/or buyout by banks of several Wall Street firms (including her own prior broker/dealer).
She founded Janet Wilson Wealth Management, Inc., because she felt that many investors were underserved by the typical Wall Street model of an investment firm-the ones where they sell you their own products in order to meet their target sales goals (not your financial ones) and charge high fees for the privilege of saying you have an account with them.
She founded Janet Wilson Wealth Management, Inc., because she felt that many investors were underserved by the typical Wall Street model of an investment firm-the ones where they sell you their own products in order to meet their target sales goals (not your financial ones) and charge high fees for the privilege of saying you have an account with them.
Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. In today's world, there are common needs and desires people seek to accomplish.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health. Some examples of risk are personal and professional liability, business ownership, property loss, and catastrophic illness or disability. Your first line of defense is to identify your sources of risk and then to either avoid or minimize the major exposures.
Reviews
Be the first to review Wilson Janet Wealth Management.
Write a Review
