Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth management professionals with 4 CERTIFIED FINAN… read more
On this episode, the JPR Advisor Team Roundtable discussion is back. Shawn, Drew, Mike, and Brooke Canary from the JPR Service Team sit down (virtually) and talk about what's been going on in the market over the last month, begin discussing the upcoming Presidential Election, and introduce our new Client Advocate Program.
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