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!​

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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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