Investing Simplified

Choosing Jazz Wealth brings you the experience of an independent, registered financial advisor, unique technology, and a customized investment plan to help you invest with confidence.

How We Invest


Our investment philosophy is based on an improvement to the traditional buy and hold approach. We use a strategic mix of low-cost exchange traded funds suited to your individual needs .

Greater Transparency


Today's technology allows the individual investor greater transparency and control. Our clients maintain their account in their own name while we take a personal approach to reach their retirement goals.

Clean, Simple Reports


​Our clients are offered a variety of ways to check their performance. Login directly to your account or use NestEgg to see a clean snapshot of your portfolio and financial performance.

Retirement accounts to fit you.

We offer traditional IRA's, Roth, and SEP IRA's in addition to taxable accounts. Best of all, you always have unlimited access to a registered financial advisor who can help you select the best option for you.

Have more questions? Schedule a free call with a registered financial advisor.

Assets protected by SIPC

Investment accounts are held at Interactive Brokers and are protected up to $500,000. For more information please visit www.sipc.org

Custodian: Interactive Brokers

Jazz Wealth Managers never directly takes custody of client assets, and only you have access to your money which is held at Interactive Brokers. For more information please visit www.InteractiveBrokers.com
Home
About
Contact
Custody and Data Provided By:
Jazz Wealth Managers Inc. service is offered to residents of all 50 states. Jazz Wealth Managers is a Florida, California, Texas, Ohio, New Jersey, and North Carolina state registered investment adviser (CRD#282807). Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss. Securities in your account are protected up to $500,000. Securities products are not FDIC insured, are not bank guaranteed and may lose value. By viewing this site you agree to our privacy policy.

© Copyright 2018 Jazz Wealth Managers, Inc.