Who helps
​the little guy?

I'm Dustin Tibbitts. I started Jazz Wealth to offer financial advice and investment management regardless of how much you have. Typically the average investor is locked out of such services which I always thought was unfair. I believe that financial advice should be available to the average investor so they can "grow their dough" faster and more efficiently.

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, I want our clients to know exactly what it takes to hit their goal. We will make sure you have the right investments, but also the right dollars going to those investments.
We're a small company but we're registered with the SEC just like the big boys. We use our size to our advantage. We track our customers by their name, not a number or random identifier. When you need help you get jazz, not some call center.

About Us

Our focus is simple...

  • Don't hide fees... That's not cool.
  • Never sell investments or services. Do what's right for the client.
  • Put the clients' goals ahead of the firm and all firm employee's.
  • Never take custody of any client funds.
Jazz Wealth Managers, Inc. (CRD #282807 / SEC# 801-113840) is registered as an SEC registered investment advisory firm. 
 
Investment advisory services offered through Steward Partners Investment Advisory (“SPIA”). Additional advisory services also provide through Jazz Wealth Managers, Inc. ("JWM"). SPIA and JWM are SEC-registered investment advisers and unaffiliated entities. SPIA, Steward Partners Investment Solutions, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

Regulatory Information & Disclosures
Important Disclosures

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