Our private client services are designed for those who want an investment plan and strategy that specifically meet their lifestyle goals. 

Dedicated Portfolio Management

Customized investing approach tailored to the individual, or family taking into account cost basis, risk, as well as immediate income needs, and legacy preferences.

wealth management

Our approach

We offer a focused, risk based approach that is not only diversified overall, but also diversified by strategy. Tax efficiency, global diversification as well as consideration of all your investments help us tailor an approach that is truly optimized for you.

wealth management

A custom experience

Priority access to a dedicated, registered investment advisor gets you the assistance you need when you need it. Your dedicated advisor can arrange CPA assistance, and estate planning coordination, as well as answer specific investment questions you may have.

Private Client Fee structure

We charge one, competitive, annual management fee with no hidden fees or costs, period. Our clients always maintain custody of their assets, and only they have access to their money.
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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.

In addition to SIPC coverage, FolioFN has purchased from underwriters at Lloyds of London supplemental customer securities insurance. Together those coverage's provide a total aggregate limit of $50 million limited to a combined return of $10 million to any single customer. Neither SIPC nor the supplemental insurance coverage protect against losses resulting from a decline in the market value of securities.

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