The Jordan Group

Welcome
At The Jordan Group, we take a distinctive, multi-disciplined approach to wealth management. We expect you'll find it is more personal, comprehensive and meaningful than what you may find elsewhere.

Led by Dominique Jordan—a seasoned advisor who "cut his teeth" at several leading financial firms since entering the field in 2005—we offer an intense focus and systematic approach typically found in a family office environment. By being consistent and sensitive to clients' lifestyles and livelihoods, we help them preserve and expand their wealth in ways that align with their visions and values.

Our clients often face intricate financial challenges and multiple priorities. We act as a unified, comprehensive resource dedicated to advancing their interests with precision and care. Our team brings the analytical experience and adept leadership necessary for sophisticated strategies, paired with a genuine commitment to enhancing each client's success. We provide the services and offerings expected from a leading wealth management team, focusing on areas that are crucial to our clients:

• Income tax and wealth planning: Comprehensive strategies to optimize your financial health and tax efficiency.

• Wealth transfer strategies: Professional guidance to ensure a seamless transition of wealth to future generations.

• Family office and next-generation resources: Tailored strategies to support family governance and legacy planning.

• Life and legacy planning: Thoughtful planning to secure your legacy and ensure your wishes are honored.

• Asset allocation and portfolio implementation: Strategic management of your investments to align with your wealth objectives.

• Tax-efficient strategies: Customized strategies to minimize tax liabilities and maximize returns.

• Institutional asset management: Comprehensive management of large-scale investment portfolios.

• Defined contribution plan consulting: Experienced advice to optimize your retirement savings strategy.

• Access to exclusive private deals: Opportunities to invest inhigh-potential private market offerings.

• Debt financing strategies: Tailored wealth strategies to meet your specific funding needs.

Insulating clients' wealth now, and strengthening their family's financial security for the future
Being a responsible steward of our clients' wealth demands that we help them pass along wealth and wisdom to their children and grandchildren. Often, we gather family members for discussions, so that an original work ethic and values can be shared and understood, crafting family mission statements and creating governance structures. These meetings also allow us to understand the situations and ambitions of all stakeholders—leading to our development of family mission statements and family governance structures.

From these communications and close relationships, we can recommend tax-minimization and estate planning strategies that can help provide clients with benefits that span generations. It is our practice to build the integrity of each family's wealth management structure and to help preserve and enhance the independence and preservation of fiduciaries. We offer to align our efforts with those of clients' CPAs and attorneys.

Our investment approach is driven by clients' goals and the strategy they've agreed upon
Clients come to us to stay wealthy, not become rich. Our mission is to establish an appropriate risk-adjusted asset allocation that provides high inflation-adjusted return. Our risk allocation framework gives us an estimate of total risk of the strategy. Experience has taught us that most clients' financial goals are best pursued by maintaining an allocation that aligns with their risk tolerance and overall financial scenario. To do so, we use a wide array of asset classes and strategies to design an approach customized to their needs. Our goal is to help preserve and grow a family's wealth across generations and market cycles.

We admire and support your philanthropic goals
One of the most gratifying aspects of our job is helping clients define and satisfy their philanthropic goals. We offer insight and support for private foundations, donor-advised funds and other charitable vehicles. With the right advice, your good intentions can become your greatest legacy. Your favorite causes can become family causes and your wealth can become a tool to change lives.

Who do we serve?
Successful men and women with ages, interests and outlooks similar to ours. They include private equity and other senior-level financial executives, professional athletes and civil servants in the Los Angeles area, throughout California, Washington state, Wyoming, New York and Washington D.C. We also serve heirs of families we've assisted for years.

Where are you now? Where do you want to go? How are we going to get there?
Our clients face more complex—and often conflicting—wealth management challenges as their families grow and their wealth increases. So rather than make assumptions, we make time to help clients explore their motivations and identify underlying concerns they may not have shared previously—even with a close friend or family member.

With a career-long focus on the high-net-worth segment, we leverage best practices to offer sophisticated strategies and advice. Our disciplined and consistent service delivery is driven by a commitment to excellence. We are deeply attuned to each client's specific situation, taking the time to develop an intimate understanding of their needs and interests. Our approach includes comprehensive discussions about assets, liabilities, risk tolerance, tax situations, family dynamics, financial concerns, and long-term aspirations. This allows us to provide highly customized strategies tailored to each client's distinctive circumstances.

We prioritize communication, maintaining regular contact to stay informed of any changes in our clients' lives. Our perspective involves evaluating a client's entire balance sheet to ensure an efficient, tax-sensitive approach to their wealth. We strive to provide balance by equipping clients with the information needed to make informed financial decisions, working consultatively to tailor advice to their specific needs. Our breadth of services aims to simplify every aspect of clients' financial lives, whether by coordinating with external tax and legal providers, introducing firm capabilities, or expanding their personal or professional network.

As firm proponents of wealth and estate planning, we begin each relationship with thorough fact-gathering to ensure clients are on a path to achieve their goals. We establish clear objectives and formalize these within a client's wealth plan, allowing us to identify required capabilities and capitalize on time-sensitive opportunities.
We welcome the opportunity to speak with you and explore how we can support your financial journey.