JP Wealth Management is dedicated to helping clients build financial security and sustainable wealth through tailored advice and a hands-on approach. With over $200M FUM, their experienced team provides expert recommendations to help clients reach their goals. They manage portfolios in-house to maximize returns and offer transparent investment strategies to build trusting relationships with clients.
The team at JP Wealth Management understands that each client has unique aspirations and requirements, which is why they tailor their strategies to meet individual needs. Transparency is key in their approach, ensuring clients have complete confidence in their services. The team consists of highly experienced certified wealth management professionals who stay updated on industry trends to provide sound advice and guidance throughout the wealth management journey.
Director Brendan, along with Paraplanner John and Client Service Officer Angela, lead the team in delivering unbiased and transparent expert advice. Brendan’s expertise in financial planning, investment advice, and risk management, combined with John’s technical support and Angela’s client service excellence, ensures that clients receive high-quality support and build strong relationships with the JP Wealth Management team.