A white background with a few lines on it

Build a Legacy Beyond Your Wealth

What's Beyond Wealth?

Get Organized | Gain Clarity | Live Intentionally®

It's our roadmap to finding fulfillment beyond wealth.
We help multi-generational families of significant wealth get clear about what matters most - strengthening their family unit, making an impact, and enjoying their journey.

Read about Family Wealth Advising
A group of people are posing for a picture in a park.

Meet Our Team

We're not your typical advisors. We guide families to build a legacy beyond their wealth. The families we serve possess distinct core values and a unique desire to make an impact. We are a values-driven team who listens, cares, and finds fulfillment in helping families see beyond what they thought was possible.

Here are a few reasons we love what we do.

  • A woman in a blue dress is standing next to a stone wall.

    Slide title

    Seattle - I love helping spark multi-generational conversations around money and values. While it's great to have a plan on paper, it's the conversations as a family that really showcase the values and bring the plan to life.

    Button
  • A woman is sitting on a set of stairs with her legs crossed and smiling.

    Slide title

    Allison - There's nothing better than getting to write "permission slips" for families to live their big dreams. Their confidence grows so much when they know they have our support.

    Button
  • A man in a green shirt is sitting on a set of stairs and smiling.

    Slide title

    Andy - I love the moment when a family finds clarity and discovers what's truly possible. Often families don't know what kind of impact they can make, and helping them realize what's attainable is an amazing feeling.

    Button
  • A man with a beard is sitting on a park bench and smiling.

    Slide title

    Chris - When I get the privilege to witness a family's focus shift from wealth creation to building relationships and impacting others, it is truly amazing. That transition is where our families really start living their best lives.

    Button
  • A woman in a blue shirt and jeans is sitting on a stone wall.

    Slide title

    Jessica - I've had a front row seat watching our team serve families in ways they never imagined. Not only does the family we serve get transformed, but our team does as well. It is fulfilling work to help others make an impact in the lives of their families and communities.


    Button
Read more about our Culture

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
Share by: