Our Services

JSE Wealth Management is an independent, boutique Registered Investment Advisory firm offering customized investment management and financial planning services to our clients.

We specialize in serving clients in and near retirement as they shift from building their retirement assets to drawing upon them to fund their retirement lifestyle and beyond.

JSE Wealth Management is also experienced in serving clients seeking help managing assets they may have acquired or accumulated at any stage of life through savings, sale of a business or other property, inheritance, divorce, legal settlement, and other liquidity producing events.