Automated Wealth Management
It's the beginning of a new era for investing. This new era is one which technology, and low fees play together in the same band. Jazz Wealth offers all of our clients an automatic approach where portfolios are automatically monitored and adjusted 24/7, all while keeping fee's simple, and low.
The application process is all electronic. After answering some questions about yourself and your goals we will send you a link to open your account at our preferred broker. The application is short, and can be completed in less than 10 minutes.
At Jazz Wealth, we are always watching our clients portfolios and monitoring market movements. Unlike other firms, we are always available to help you should you want to make adjustments, or need some help. Your dedicated advisor is just a phone call away.
For a more hands on approach, we offer complete portfolio management as well.