Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.
Welcome to JDR Wealth Management, LLC. Our clients are successful families and small business owners who have hectic schedules. They are looking for guidance and support in pursuing their financial goals which they know they need to prioritize .
Our goal? To make stressful situations less stressful with planning.
Perception vs. Reality
Exit Strategies of the Rich and Famous
Directors and Officers Liability Insurance
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