Who helps
​the little guy?

Have you ever walked into one of the large investment companies and asked for help? The first question they ask is "what's your net worth?" Answer correctly and you get a cup of coffee and a meeting with a "suit".

If financial advisors are that good, shouldn't they work with people to help them grow their net worth?

So I started jazz.

In the process I forgot to buy the suit, but no one seems to mind. 
​
First, I wanted a place where you could get professional management of your retirement investments.

Next, using NestEgg by jazz, I wanted to be able to provide specific financial advice, just like the big companies do for the wealthy.

Then came
"Momma Jazz"

One man can't possibly do all this (no matter how calm, and collected pictures make him look), so Carolyn, AKA "Momma Jazz" joined the team to help move this tune forward.

She keeps me on track and focused, which is not easy cause I tend to ramble on about anything. Like the time I got into the wrong car at the mall and there was a family in the backseat screaming, and then I started screaming... Ahh, focus!​

About Us

Our focus is simple...

The image may look complex, but that's just for show. Here's what you really need to know.
Our core principles:
  • Don't hide fees... That's not cool.
  • Never sell investments or services. Do what's right for them.
  • Put the clients' goals ahead of the firm and all firm employee's.
  • Never take custody of any client funds.
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Custody and Data Provided By:
Jazz Wealth Managers, Inc. (CRD #282807) is registered as an investment adviser with the states of Florida, California, Texas, Ohio, New Jersey and North Carolina securities regulators and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
 
Past performance is not a guarantee of future results.  Any historical returns, expected returns, or probability projections may not reflect actual future performance.  The material contained herein has been prepared from sources and data we believe to be reliable but we make no guarantee as to its accuracy or completeness.  The material is published solely for informational purposes and is not an offer to buy or sell or solicitation of an offer to buy or sell any security or investment product.  This material is not to be construed as providing investment services in any jurisdiction where such offers or solicitation would be illegal. 
 
You should be aware that investments can fluctuate in price, value and/or income, and you may get back less than you invested.  Investments or investment services mentioned may not be suitable for you, and if you have any doubts, you should seek advice from your investment advisor representative.
 
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