At JATAJ Wealth Management, we believe that your life is more important than your money. We take managing your money very seriously, but we know that money is just a tool, and using your money to support the vision you have for your life is what will bring you financial success.
We also believe that money management doesn’t have to be complicated. In fact, at JATAJ Wealth Management we excel at turning the complex into transparent and easy to understand information.
If you’re looking for an advisor you can trust, who has decades of experience and expertise, who values you and your success in life, not just with your money, then you’ve come to the right place.
We forge long-term relationships with our clients. Our clients are either “corporate hostages” wanting to leave corporate America to get paid well to do work they love, or they are already doing work they love, or they are retired.
Most are professionals, or former professionals, or small business owners, and all would rather go about the business of living rather than manage their own finances.
That’s where we come in. When you become a client, we partner with you to provide professional financial planning and investment advice in alignment with your vision of your life.
We also provide a high level of service to each of our clients. We embrace and invest significantly in technology which allows us to work with you regardless of where you are physically located in the United States.
We strongly believe that if we want you to live your dreams, we must live ours so JATAJ Wealth Management is set up as a virtual firm that can operate anywhere, anytime, from any place. Rather than having employees, we partner with virtual service providers in the U.S. that are the best of the best in providing administrative, account, and custodial services.
Real people, experts at what they do, will answer the phone and provide assistance, whenever needed. We will provide you with information on your accounts 24/7, 365 days a year and will hold meetings with you online as often as you wish.
If you are interested in living the life you were meant to live, and using your money to serve you in that quest, sign up today to schedule a complimentary, one-hour consultation with Janet Tyler Johnson, CFP® by filling out the form in the upper right-hand corner.