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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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RETIREMENT PLANNING

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.

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COLLEGE PLANNING

Higher education costs can be daunting. Our advisors have been well-schooled in preparing for one of life's largest investments.

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BUSINESS PLANNING

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.

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SERVICES

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

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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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