JATAJ Wealth Management
A Fee-Only Financial Planning and Investment Management Firm
offering traditional and responsible impact investment strategies
We are fiduciaries.
We are virtual and can work with you no matter where you live in the U.S.
We serve current and former "Corporate Hostages" who want to
live the life they were meant to live.
Our services include:
Investment Management Services
Business Consulting Services
Career Change Planning
Are you looking for an experienced Certified Financial Planner® professional?
Are you looking for unbiased advice from an expert and a fiduciary?
Are you seeking professional, low-cost, tax efficient investment management?
Are you comfortable using technology, and meeting by computer and phone?
Are you looking for someone who has been a "Corporate Hostage" and is now living their dream, and can help you do the same?
THEN YOU'VE COME TO THE RIGHT PLACE