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.
Here’s what we think is the right way to do business:
Our primary focus is always on you. We provide exceptional service and personal attention. We seek to identify your uniqueness, so everything we do is committed to meeting 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.
Solving problems. Helping you clarify your goals. Freeing up your time so you can do what you want to do. This is our purpose.
We are committed to being a Learning Organization.
We put the interests of our clients First, Last, and Always.
We provide Proactive Customer Service.
We seek to have an Expectation-Exceeding Culture.
We follow a Seek First to Understand, Then Be Understood Philosophy.
We are Ethical, Responsible, Caring, and Committed.
We will maintain a Profitable Enterprise.
We strive to be a Dynamic, Visionary Organization.
We foster More Joy.
Founder and President
Client Service Associate
Kerri Guiomar joined Jaeger Wealth Management in 2009. As our Client Service Associate, Kerri is dedicated to providing superior service and support to our clients. She enjoys working with people to help them achieve their goals and...