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.
Meet Our Team
Insights

Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now