Broker Check

Unlocking the Treasures to Financial Wellness

Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.

 


DISCIPLINED WEALTH MANAGEMENT

DISCIPLINED WEALTH MANAGEMENT

Welcome to JDR Wealth Management.  We strive to provide comprehensive wealth management services for every stage of the journey.  Our's advisor's mission is to enhance your life by helping create sound, financial strategies.

Our goal?  To give you confidence in your financial future for years to come. 

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<p>RE: Retirement</p>

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?
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<p>Charitable Giving: Smart from the Heart</p>

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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<p>How to Support Local Businesses During a Pandemic</p>

How to Support Local Businesses During a Pandemic

Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
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SERVICES

SERVICES

We understand that every client relationship is different, with their own unique objectives and expectations. With this understanding, we personalize your Service Offering to address your individual needs.

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INTELLIGENT STRATEGIES

INTELLIGENT STRATEGIES

These days people of all walks of life face unique challenges as they prepare for retirement. Whether your goal is to grow your wealth or preserve your assets, our holistic approach focuses on your risk profile and long-term goals.

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To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.

Five Star Professional:

Conducts comprehensive research

Recognizes service professionals

Partners with leading city/regional magazines

Helps award winners gain the recognition they deserve


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