Work Toward Protecting, Growing and Transferring Your Wealth
We Offer Personalized Strategies That Work Toward Helping Our Clients Grow.
Manage Risks While Prioritizing Financial Objectives
We Can Create a Highly Individualized Investment Program.
What's the Life Expectancy of Your Money?
With over 25 years helping clients enjoy retirement, we can work with you to develop an income strategy that’s designed to make your income last longer than you.
Our primary focus is always on you! We seek to identify your uniqueness so everything we do is committed to pursuing your specific values and life goals. Our success comes from helping you get where you want to be in life. Working in partnership, we provide options and seek solutions with you, not for you.
At Jaeger Wealth Management, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm!When you go to a financial professional with a famous Wall Street name, you don't necessarily get that choice. While many big name firms offer quality investment products, the ones that a financial professional can offer may be chosen by people who don't know you. These firms also may impose sales quotas on the financial professional helping you. In other words, your investment choices may be limited choices, and there may be hidden agendas. We don't think that's the right way to do business.
Wherever you go, we'll go there with you.