Jean Wealth Management Group
Our team is made up of highly qualified investment professionals with many years of experience in wealth management. Collectively, we possess numerous financial designations and several university degrees. The unique team format employed by Jean Wealth Management allows us to utilize the expertise of each team member, providing our clients with the highest degree of knowledge in all aspects of personal finance. We leverage the expertise of all team members to ensure our clients get an exceptional and unsurpassed level of service.
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Objectives
Jean Wealth Management Group has three simple but critical objectives for all our clients. In order of importance, they are:
- Preservation of capital
- Maximizing rates of return
- Minimizing taxes
Client Service Philosophy
We provide financial peace of mind for wealthy families through a proven platform of comprehensive planning, customized solutions and exceptional service.
Investment Philosophy
Jean Wealth Management Group embraces the same principles that have made Warren Buffet such a great success. Acquiring top quality investments at reasonable prices, and then being patient, is the key to long-term financial success. This long term, conservative approach reflects the Group’s goal of handling all client needs. This does not mean we buy, hold and forget. We will change our view when the information changes.
Investment Strategy
Recognizing that the financial needs of every client are unique, The Jean Wealth Management Group utilizes the extensive resources available to them to develop, implement and monitor a long-term financial plan suited to the individual. Client expectations, objectives and time horizon are only some of the factors that are weighed when developing individual plans.
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