Helping to Bridge the Gap Between You and Financial Success

Are investing and financial planning all about assets and percentages, or is it about moving you toward the future you’ve always dreamed of while protecting what you’ve worked so hard to save?

We think that’s the most important question when it comes to choosing the right team of financial advisors. Jerris Wealth Management Group can help you to reach your long-term financial goals, regardless of where you are in your life. With 30+ years of experience with investments, insurance, and taxes, we’ve helped thousands of clients with:

Asset Allocation – want to set up your portfolio for growth, or to minimize your market exposure? We will work with you to find the right mix of risk and opportunities.

College Planning – help a loved one to meet the rising costs of a college education using a number of different tax-friendly accounts and strategies.

Managed Assets – we offer professional, fee-based portfolio management based on your goals (offered through LPL Financial).

Retirement Planning – our team will work with you to ensure you don’t spend your golden years worrying about income.

We aren’t just another bank or financial sales team. At Jerris Wealth Management, we specialize in working with individuals and families, helping each client to meet the goals that matter to them. If you want a team that understands how to help you use your money to build a better life, and not just a bigger portfolio, we encourage you to call us today at 949-861-4747. 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.