Jaeger Wealth: Retirement & Portfolio Management

Build Your Financial Future

Your goals, our guidance: a plan that grows with you.

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From One Professional to Another / Let’s Work Together

Your goals are our goals. Regardless of your background, we believe people live better lives with wealth-building education and investment insights. If you’re ready to work with a financial professional, let’s sit down to talk.

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"I’ve been a client of Jaeger Wealth Management for more than 10 years, and it remains one of the best financial decisions I’ve ever made."

- Mark C | Kent, CT

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"Even when the markets fluctuate, I never worry—I know I’m in great hands. Ron’s professionalism, experience, and knowledge are truly invaluable."

- Dawn M. | Rumson, NJ

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"For nearly two decades, Ron managed my company’s 401(k) plan with exceptional care."

- Kurt V.

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"Ron has made a positive difference in my life. He is smart, kind, proactive, efficient, always available. He is a great financial adviser and a good friend. I highly recommend him."

- Marilyn W. | Westport, CT

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The above statements are testimonials by clients of the financial professional as of 10/20/2025. All clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Our Clients

From young professionals just starting out, to seasoned investors looking to better position their portfolios, we help you build a future you feel confident about.

Pre-Retirees & Retirees

Retirement income and tax strategies to preserve and grow your wealth

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Small Business Owners

We build retirement plans for small and mid-size businesses

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Working Professionals

Planning that facilitates your ambitions

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Families

We'll be there for every major life milestone

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.

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Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Business Retirement Plans & 401k

Attract talent and save for you and your employees

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Know Your Situation

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Strategize

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Execute

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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