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LPL Financial Advisor Services

 

Our Investment Philosophy

At Jerris Wealth Management Group, we view the art of financial planning a little bit differently. We don’t chase balances or percentages – instead, we get to know our clients as people and then tailor investment, insurance and tax strategies to help them pursue the goals that really matter to them.

That means, first and foremost, that we believe in striving to protect the money our clients have invested. We know that too much hard work goes into earning and saving your nest egg to waste it by chasing the latest fad or trend. We stay committed to using personalized strategies that focus on the long term, so you can have confidence knowing that you’ve given yourself a chance at working towards achieving the financial goals you have set.

By utilizing 30+ years of experience in asset management, retirement planning, portfolio allocation and estate strategies, we combine the quality research and insight with conventional wisdom. We know that listening to what our clients need is just as important as choosing the right bonds or stocks. We work to educate the men and women who trust us, so they can understand exactly why they are receiving the advice we give, and what it means for their futures.

This approach to investing in customer care doesn’t just separate us from many of our competitors – it also shows our clients that we really do care. Perhaps that’s why so many of them have stayed with us for decades, even referring their friends and family.

Investing involves stocks, bonds and insurance products… but it’s really not about any of those things. The Jerris Wealth Management Group knows your savings are the bridge to a better future, and we want to help you pursue it.

To learn more, call our office today at 949-861-4747, or reach us toll free at 888-717-5200.

Asset Allocation

To keep you informed of how your investments are performing, and to make adjustments as needed.
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College Planning

Long term planning to ensure you’re ready when your children are ready for higher education.
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Managed Assets

For professional fee-based portfolio management through LPL Financial.
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Retirement Planning

To design an investment strategy to help you towards all of your retirement goals.
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Our Team

Susan Jerris

Susan
Jerris

LPL Registered Principal 
Email Susan
CA Insurance License #0662706
Broker Check
 
Anthony Roble

Anthony
Roble

LPL Registered Administrative Assistant
Email Tony
CA Insurance License #0K61923
Broker Check
 
Diana Esperon

Diana
Esperon

Administrative Assistant
Email Diana
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