About JRWA To get where you want to go.

You've earned the right to dream. Now you need a map to guide you safely to your goals. Jackson/Roskelley Wealth Advisors, Inc have been helping high net worth individuals and families realize their objectives for decades, in all market cycles.

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5
Our Services Helping you build your custom plan.

Frequently Asked Questions Q & A to learn more about Jackson/Roskelley Wealth Advisors, Inc.

Have an additional question that we don't answer on this page? Please don't hesitate to contact us.

1
What do you do?

We are fee-based professionals that coordinate retirement, investment, tax, insurance, and estate planning into one comprehensive plan. We then monitor the plan and make adjustments to as necessary. Our process empowers our clients to make smart decisions with their money and avoid costly mistakes.

2
How do you get paid?

Our first meeting is always complimentary. The purpose of this meeting is to determine whether we can help you and outline what costs may be involved. When you hire us and we agree upon the next steps, all fees are agreed upon in advance and are competitive with other advisors. Typically, financial planning fees start at $200 plus investment management is around ¾% for a million dollar portfolio.

3
Do you have a specialty?

We typically work best with women, business owners, and senior executives. Each of these clients has unique needs and our training and experience has taught us how to handle the individual challenges.

4
Do you handle investments?

Only after we create a comprehensive financial plan. After we get to know you and develop an outline of your financial future, we will make recommendations to implement your plan. We delegate the day to day investment decisions to best of class managers.

Our investment philosophy is to customize investment allocation to the needs of our clients. Our goal is to develop a financial plan that will give our clients the highest probability of success. We use low cost passive and active strategies along with managed hard assets (such as real estate).

5
Do you sell insurance?

Insurance, like any financial product, should be prescribed when it fits a specific need, such as to provide for family and loved ones, solve estate tax issues, or create a charitable legacy. We consult with our clients on their insurance needs and then either handle the transaction in-house or outsource it to specialists.

6
Do you prepare taxes?

We work closely with our client's tax professionals and incorporate tax strategy into every aspect of our financial planning. We do not prepare tax returns or do accounting.

7
Do you set up wills and trusts?

We work closely with our client's estate attorneys to establish estate plans that dovetail with their wishes to pass assets on to their children, grandchildren, and favorite charities. We can help make recommendations regarding the need for trusts and charitable strategies, and then work with outside professionals to complete the documents.

Contact Jackson/Roskelley Wealth Advisors, Inc. We respond to all inquiries within 48 hours.

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