Now, more than ever, individuals are tired of financial advisors who are not 100% focused on their goals. JEHM Wealth & Retirement has a fiduciary responsibility to always place our clients’ interests ahead of our own.
We deliver sophisticated portfolio management, insurance services, personal relationships, and holistic financial planning. We deliver sophisticated portfolio management, insurance services, personal relationships, and holistic financial planning
FINANCIAL SERVICES OFFERED
*JEHM Wealth does not provide Tax or Legal advice. Where applicable the services of a Tax Professional and Attorney will be required.
FINANCIAL TOOLS PROVIDED
“The best way to measure your investing success is not by whether you’re beating the market, but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.”
Benjamin Graham
We are a provider of WealthGuard™, an incredibly simple, yet powerful early-warning system that monitors all of your investment accounts, daily, so you can invest with the confidence that there’s a plan in place to help protect your investments in all market conditions. Providing you with added peace of mind, WealthGuard securely tracks all of your accounts in one place, including asset allocation and overall performance, and immediately alerts you of any changes via email and/or text message. More importantly, WealthGuard will initiate a specific plan of action to help protect your accounts, while keeping you focused on your long-term investment goals.
And since WealthGuard monitors all your accounts automatically, it can watch over your 401(k), self-managed investment accounts, and accounts managed by financial advisors at nearly every firm in the United States.