Jordan Wealth Management Group

Elevate your game with customized strategies

We specialize in providing customized financial strategies to current and former athletes, entertainers, corporate executives, and high-profile individuals, empowering you to thrive both during and after your career. Our passion lies in helping you build a legacy that endures far beyond the spotlight. Our mission is to help you manage and grow your wealth, ensuring that your story is one of long-term personal and financial success. Ultimately, we simplify your life by being your single point of contact for all your personal finance, investment and lifestyle needs.

Our approach: holistic, future-focused wealth management

We know that strategic wealth planning is critical to ensuring the growth and protection of your assets through every phase of your life—from the dreams you envision, to the goals you're working toward, to the realization of your vision and the celebration of your accomplishments. Our team prioritizes more than just your financial growth. We collaborate with you to understand your individual story, your aspirations, and your vision for life beyond your career. Our comprehensive wealth management strategy combines personalized financial planning with a deep understanding of the challenges and opportunities specific to those who perform at the highest level.

Reaching new heights together

How we support you:

Holistic wealth management: Your financial needs are vastly different from those of the average individual. With exceedingly variable income streams that often result in complex decisions, planning for the long term can be difficult. We design customized strategies that address the evolving complexities of your finances. We help you navigate the peaks and valleys of wealth accumulation and preservation.

Education and empowerment: Knowledge is power. We ensure you fully understand your finances, helping you gain confidence in your financial future. We offer insights and tools for navigating the intricacies of your financial landscape, from cash management to optimized tax approaches. Through tailored education, we help prepare you for the opportunities and responsibilities that come with significant wealth.

Transition support: Whether you're an emerging talent, a global superstar, or retired from the spotlight, we are here to support you. From leveraging your brand to growing a thriving business, we help you explore new growth opportunities and provide strategies in both business and non-profit sectors, ensuring a smooth and successful transition at every stage of your career.

Future-focused strategies: Our comprehensive approach also encompasses legacy building and generational wealth transfer, assisting with asset preservation so you can create a lasting impact— for your family, your community, and yourself. Our Family Governance support is essential for ultra-high-net-worth families wanting to ensure long-term financial security, business continuity, and harmonious wealth stewardship and transfer. These programs include establishing family decision-making frameworks, family office oversight, conflict resolution, and risk management. Our ultimate goal is to help you protect the legacy you have worked so hard to build.

Additional resources: Our team-based approach to wealth management gives you access to internal specialists such as lending advisors, trust & estate specialists, investment strategists and more. We help you draw on the expertise and global reach of J.P. Morgan to serve your unique needs. We also work collaboratively with you and your external legal and tax advisors to ensure each decision aligns with your larger financial picture, while supporting your goals.

We invite you to partner with us
We believe in the power of a long-term vision. Whether you want to become a business mogul, thought leader, or make a positive impact through philanthropy, we're here to guide you every step of the way. Drawing on our relevant experience, deep network, and global reach, we deliver unparalleled support, and explore the possibilities your wealth represents, while prioritizing your best interest with personalized and attentive service.

We're partners invested in your success - today and tomorrow.

Ready to start building your legacy?

Take the first step today. Reach out to us for a personal consultation and let's discuss how we can help you secure a future of continued financial success and lasting impact.