JGHELLERFamilyWealthManagement

     I founded JGHELLER Family Wealth Management with the goal of proving Concierge Service, Sophisticated Advice and Total Transparency all for one comprehensive and highly competitive fee. 

     Investing today is more complicated than ever. In the last 19 years we have had 2 devastating bear markets (2000-2002 and 2008-2009), nearly missed a second great depression (after many of our big banks and investment firms almost went out of business) and have witnessed unprecedented changes in Monetary policy by Central Banks in the United States, Europe and Japan. Today, we have near zero interest rates around the world and negative interest rates in important economies like Germany, Switzerland and Japan. What does this mean for the future? Does your advisor have the experience, wisdom and intellect to navigate this type of economic reality?

     If you are like many investors, you may now fear financial markets or may even think the game is rigged in favor of BIG investors and BIG institutions. You face a world of daunting choices: do it yourself, invest in indexes, stay with an advisor that you may have serious reservations about, turn to a "robo-advisor" or perhaps just stay in cash and pray that inflation doesn't make your money worth way less as time goes by.

     My challenge to you.  DON'T be complacent. DON'T wait for something to go wrong. DON'T continue to pay high fees or commissions for cookie cutter approaches designed by mega-firms or for "buy and hope" strategies utilized by amateurish financial advisors that speak well or have a good golf game.  COMPARE  my approach to controlling risk and building wealth to any other choices you may be considering. COMPARE my background and experience (see bio link below) to that of your current advisor. Spend a few minutes watching my videos. Then call or email me to schedule an appointment.  In ONE SHORT MEETING, I believe that I can begin to restore your confidence in financial markets and show you a far better way to invest. Don't hesitate or procrastinate. Your money is simply too important.

                                                                     

                                                                                     Jonathan G. Heller