Wealth & Asset Management

More than just investment advice

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Wealth management is a combination of various financial services used to address the needs of clients. At Jenkins Wealth, the consultative process begins with information gathering, when we meet with a client to learn more about them, their wants, and their unique goals and aspirations for their money. We use this information to create a customized plan with the appropriate products and strategies needed to meet those goals.

As investment advisor representatives, our team is comprised of high-level professionals who utilizes the spectrum of financial disciplines available, such as financial and investment advice, legal or estate planning, accounting and tax services, and retirement planning, to manage a client’s wealth and assets.

Wealth and asset management encompasses all parts of a client’s financial picture. Rather than trying to integrate pieces of advice and various products from multiple professionals, clients may benefit from the more holistic approach wealth management provides.

Financial planners can also act as central points of contact for clients working with multiple professionals like attorneys, CPAs, and more. At Jenkins Wealth, wealth and asset management goes beyond your money–we can bring knowledge and clarity to your entire life.