Preparing the
Next Generation
You can’t take it with you, but you can give it more thought. Learn more about how wealth transfer planning can help you prepare future generations to wisely manage what you leave behind.
Investment Committee Insights
A look at what’s happening this week in the world of investment news, with JMA’s Cole Leonida.
Webinar:
Navigating a Challenging Real Estate Market
We recently met with experienced Realtor Lydia Golesh to hear her thoughts on the current housing market and gain insights on how homeowners, buyers, and sellers can navigate its challenges.
You know the adage, “money can’t buy happiness”? It’s kind of our unofficial motto here. Not what you typically hear coming from a financial planning company. But it’s a principle we passionately stand behind.
Money can only go so far, regardless of how much of it you have. We are devoted not only to growing your capital to its utmost potential, but investing in your most valuable assets too. Assets such as character. Generosity. Family. Your joie de vivre.
Financial Freedom that Frees Others.
Your bottom line can be the mark you leave on the world. Since 2012, we’ve tracked the total value of charitable donations we’ve helped our clients transfer from their JMA-managed accounts to both local and national non-profits.