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Fully Invested in You

J.M.Equity Advisors provides personalized, goals-based planning and guidance for high-net-worth individuals, corporate executives, business owners, and their families. Our team offers specialized experience in developing comprehensive, results-focused plans designed to enable clients to efficiently pursue long-term financial success and seamlessly transfer wealth to future generations.
We assess your full balance sheet and offer deep experience in crucial areas of investment management. This includes:
  • Portfolio construction
  • Asset allocation
  • Savings strategies
  • Retirement income planning
  • Education funding
  • Tax-efficient investing strategies
  • Protection planning

Our integrated approach allows us to tailor each client’s portfolio, minimizing the effects of taxes and volatility, with investment strategies that draw on the team’s deep research expertise across asset classes and geographies.

Our multi-generational investment planning services allow us to build relationships with your family. We are well qualified to ensure your heirs understand the challenges of investment planning and properly managing inherited wealth. We are deeply committed to putting your loved ones in a position to make informed financial decisions, while also assisting them in achieving the long-term goals you have in place.

Services:

  • Multigenerational Investment Planning
  • Estate Planning Strategies
  • Financial Risk Management
  • Institutional Consulting
  • Employee and Executive Benefits
  • Business Advisory Services
  • Charitable Giving
  • Access to Banking and Lending Services through Wells Fargo Affiliates
Wells Fargo Advisors Financial Network and J.M.Equity Advisors are not legal or tax advisors.