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.
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Form CRS as of 7/27/2020
Custody and Data Provided By:
Jazz Wealth Managers, Inc. (CRD #282807 / SEC# 801-113840) is registered as an SEC registered investment advisory firm. 
 
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.

Folio Investments, Inc. is a member of the Securities Investor Protection Corporation (SIPC). A brochure explaining the coverage provided by SIPC is available on SIPC’s website at www.sipc.org. In addition to SIPC coverage, it has purchased supplemental customer securities insurance. Neither SIPC nor the supplemental insurance coverage protect against losses resulting from a decline in the market value of securities.

​Brokerage, custody and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Folio Investments, Inc. is an affiliate of Goldman Sachs & Co. LLC and a subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. The Goldman Sachs Group, Inc. and its subsidiaries and employees are engaged in businesses and have interests other than the services provided by Folio Investments, Inc.

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