JATAJ Wealth Management
A Fee-Only Financial Planning and Investment Management Firm
Our clients are current and former "Corporate Hostages" who want to merge their money and their values in order to live the lives they were meant to live.
Who Are We?
We are fiduciaries -- we are legally bound to put your interests before ours.
We offer unbiased advice. We sell no products.
We offer both traditional and socially responsible investment portfolios.
We are virtual and can work with you no matter where you live in the U.S.
Our services include:
Investment Management Services Based On Your Values
Your Own Secure Personal Financial Website
Career and Business Planning
MEET OUR PRESIDENT
Janet Tyler Johnson, CFP® is a 30+ year veteran of the financial services industry who escaped from Corporate America in 2005. She is a published author and accomplished speaker who helps career changers, pre-retirees and post-retirees create lives filled with money and meaning.
With her decades of expertise and experience as a fee-only financial planner and investment advisor, she helps both individuals and couples create wealth that is congruent with their values. This approach creates peace of mind and the knowledge that, with a financial advocate like Janet in your corner, your best years are yet to come.
Janet is passionate about helping people live the lives they were meant to live. Are you ready to begin living yours?
P.S. To read Janet's story, and learn more about her, click on the ABOUT tab at the top of the page.
Is JATAJ Wealth Management For You?
Are you willing to confidentially discuss your goals, your dreams, and what's truly important to you?
Are you looking for unbiased advice (not judgment) from a team of experts and fiduciaries?
Are you looking to work with someone who cares deeply about your success in life, not just your money?
Are you comfortable using technology, and meeting by computer and phone?
IF SO, YOU'VE COME TO THE RIGHT PLACE!
Have Questions? Want to Learn More?
Complete the form below to schedule a complimentary one-hour
"Live the Life You Were Meant To Live" consultation with Janet today!