Who We Serve

At JBW, we serve families of significant wealth who have hit an inflection point - you've achieved financial success but wonder what's next. We help those who want to turn that success into significance by enriching their family and community.


Families come to us with many hopes and dreams like those below. When we help our families achieve these personal milestones, we call them magic moments. Often, the transformations our families see is beyond what they thought possible.

An elderly man is pushing a little boy in a wheelbarrow.

Strong family unit

Peace of mind

Stop putting off dreams

Live our best life now

Know our family and next generation is well taken care of

Deeper connection with my family and community

Feel seen, heard and understood

Live my life without regrets

The hopes and dreams of a JBW family

Magic moments found on a journey beyond wealth

  • Gaining clarity on your values and what matters most to your family.

  • Gratitude for the abundant life you're living.

  • Peace in knowing you have a trusted advisor looking out for you and your family. 
  • Enjoying the same confidence in your financial and family life as you've had in your career or business.

  • Confidently knowing you can help your family for generations to come.

  • Giving generously to the causes you care about.

  • Living your legacy now.

Curious if you're a good fit for the work that we do?

Common values of a JBW family:

We do our best work for families who:

  • Want a financial partner

  • Are comfortable with delegating

  • Have a purpose that's greater than themselves

  • Want to make an impact

  • Are legacy focused

  • Want to educate the next generation
  • Seek to explore - traveling, cultures, learning, trying new experiences

  • Have a growth mindset and are hungry for more out of life

  • Possess an attitude of gratitude

  • Give of their time, talents, and/or treasure

Let's Chat!

At JBW, we guide families to build a legacy beyond their wealth. We are committed to going BEYOND… beyond typical advice, beyond your financial wealth, and helping you see beyond what you thought was possible.


Want to find out if we'd be a good fit? We'd love to learn more about you and your family!

Start the Journey