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Culture

Beyond is not just part of our name, it's in our DNA. It's how we approach the families we serve, our JBW team, and our families at home. We take the spirit of beyond and apply it to the way we run our business and how we support our team. We focus on team member fulfillment, work-life balance, and encouraging one another to work in our genius. We believe happiness is contagious. When our team members are fulfilled, the families they serve both at home and at JBW feel the difference.

A Culture of Service

  • Strong families are our passion

    It's all about families for us. We believe that a strong family unit is the foundation for a fulfilled life.

  • We serve families, not clients

    The families we serve aren't numbers, they are people. This internal lingo reinforces our focus on relationships and guiding families in areas beyond their wealth.

  • Teamwork makes the dream work

    Each JBW family is served by a team. We support one another to make sure our families always have someone available for them. Our unique backgrounds, expertise and skillsets ensure you receive well-rounded advice.

  • We really listen

    We practice the art of listening with our team and our families. Understanding one another's stories creates meaningful connections and allows us to provide a deeper level of care.

  • We truly care

    We're in this business to help people. Each of us found ourselves at JBW by following a desire to serve others. Making an impact on those around us is why we're here.

  • We're here for the long-haul

    We've built a team with longevity in mind. Allowing our team the room to flourish at work and at home makes for happy, long-term team members. This is a key element in serving our families well throughout their lifetime.

  • We're small and mighty

    Our small close-knit team is by design. We value the strong relationships and high level of care that comes from a team that truly knows each other and the families we serve.

Living Our Culture

A man is holding a baby goat in his arms.

Living our Best Lives

We challenge each other to have big dreams and chase them! We also seek to live courageously enough to pursue our own dreams. Chris and Donna's family dreamt of living on a farm. They got clear on what mattered most and what type of lifestyle they wanted to live - and the country life was for them. Their farm is home to dozens of animals, including this handsome goat, Anthony.

Three girls are sitting on a giant baseball glove.

Director of Team Success

We have a team member who is dedicated to ensuring that our team is fulfilled, that we're finding an appropriate work-life balance, and who helps ensure our team is communicating effectively. Jessica supports our team so our team can support the families we serve. JBW's 2024 team retreat included taking Allison and Seattle to their first Brave's game.

Sabbaticals

Each team member gets at least five weeks off after each five years of service. We provide a stipend at each sabbatical to encourage exploration. Andy and Kristy spent some of their time away traveling Europe on a river boat cruise.

Unlimited PTO

We encourage our team to take time off to be present with their families, to pursue passions, and recharge their batteries. Allison and Jameson took time away to hike with family in beautiful southern Utah.

Remote Work and Flexible Schedules

Our team works from home which allows the flexibility we all desire to have a healthy work-life balance. Seattle has four little boys, and our team has loved watching her be a super-mom managing motherhood and her career like a pro.

Living our Best Lives

We challenge each other to have big dreams and chase them! We also seek to live courageously enough to pursue our own dreams. Chris and Donna's family dreamt of living on a farm. They got clear on what mattered most and what type of lifestyle they wanted to live - and the country life was for them. Their farm is home to dozens of animals, including this handsome goat, Anthony.

Our Values

Not only do we help our families get clear on their guiding values, but it’s an exercise that’s important to us as well. We determined our values as a team, and we’ve adopted the discipline of revisiting them often. Our values keep us focused on what’s most important and they guide how we show up for our team and the families we serve. 

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!

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Our Values

Not only do we help our families get clear on their guiding values, but it’s an exercise that’s important to us as well. We determined our values as a team, and we’ve adopted the discipline of revisiting them often. Our values keep us focused on what’s most important and they guide how we show up for our team and the families we serve. 

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