8470 Enterprise Circle
We Always Put You First
Honesty, integrity, and trust are the cornerstones of our practice.
Focused On Your Financial Future
We provide tailored wealth management strategies to support you and your family.
Financial Planning For Your Goals
Strategies that go wherever life takes you
Custom-Tailored Financial Plans
We work with you to make sure that you're always working towards your goals.
J & J Wealth Advisors was founded by two people who wanted to make a difference in their community by positively impacting those they are blessed to encounter. Their heart for people led them to create a financial practice that advocates in their client’s lives, serving as the CFO of their financial picture and making financial literacy simple.
We want to make sure your financial health is as good as it can possibly be. We provide a full range of investment services including fee-based investments, mutual funds, ETF's, annuities and long-term care products. We have the ability to offer life and disability insurance coverage through multiple carriers to provide the appropriate fit for you.
Jen & Greg have a cumulative 15 years’ experience in Investing and small business consulting and are surrounded by strategic business professionals such as CPA’s, Attorneys, and other small businesses to create a team approach and provide solutions for any situation that arises.
Our team of experienced financial advisors will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way.
The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to work with a financial planner to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs.
Our financial planners will work closely with you to develop a strategy that gives you financial clarity. We have your back.
Our firm is based on our relationship with our clients, plain and simple. We're here to work with you at every juncture in life.
We work with integrity and trust for you, not for Wall Street. Your success is our success and we'll work with you at every step.