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.
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.
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!