Why do you need advice? History shows us that investors consistently underperform markets due to emotion. Fear and exuberance are what many times fuel investor behavior. We are here to keep you on track, and to help you remain true to the plan we formulated together to help you pursue your goals.
We take the same approach in planning our future as we do with our clients financial future; detailed, methodical, and testing the plan against the "unknown" to offer greater long-term potential.JRS Wealth Management is aligned with Wilde Wealth Management Group which gives us a team of resources and support.
We take the same approach in planning our future as we do with our clients financial future; detailed, methodical, and testing the plan against the "unknown" to offer greater long-term potential.JRS Wealth Management is aligned with Wilde Wealth Management Group which gives us a team of resources and support.
Services
The JRS Wealth Management Group mission is to help anyone who comes our way who desires the proper guidance with their financial goals. We aim to make a positive impact on our community and those around us. Our objective is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.
Jim has been in the securities industry since 1989. He earned a degree in Finance from the University of Arizona and qualified as a CERTIFIED FINANCIAL PLANNERpractitioner. Jim also holds a Certified Investment Management. Tim was born and raised in Tucson and earned a business degree from the University of San Diego.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
All relationships with our clients begin with a comprehensive financial plan. The objective of this is to gather a clear understanding of what's important to you. Included in this process is assessing both your short and long term goals and your entire financial picture relative to those goals. To create the customized financial plan, we must also determine the level of risk you are comfortable taking with your investments.
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