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.
You've worked hard and now it's time to enjoy the results of all those long hours. Together we can create a strategy that seeks to maximize your retirement.
Higher education costs can be daunting. Our advisors have been well-schooled in preparing for one of life's largest investments.
We believe small businesses are the backbone of America. At JDR Wealth Management, we do our utmost to help you thrive in today's competitive marketplace.
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.
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.
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