Simplify Wealth. Amplify Life.
Helping families grow, protect, and pass on wealth.
Investment Management
Tailored portfolios backed by research and real-world insight.
Estate & Trust Planning
Preserve your legacy with clarity and confidence.
Tax Optimization
Minimize taxes with personalized, forward-looking strategies.
Alternative Investments
Diversify through access to private market opportunities.
Your Goals. Our Strategy. Together.
Assets
AUM Experience*
$4.5 Billion
Cross-Disciplinary Experience
10+ Years
Families Advised
100+
JD and CFA® — a rare combination of legal and financial expertise in one trusted advisor.
FAQs
Answers to the questions we hear most from thoughtful investors like you.
Who do you typically work with?
We work with a wide range of clients — from ultra-high-net-worth families to professionals and entrepreneurs who are just starting to accumulate significant wealth. If you’re looking for strategic, personalized advice, we’re here to help.
My assets are at Fidelity or Schwab, can I keep my existing accounts?
Yes – we can simply add ourselves as an advisor on your account, and keep everything else intact.
What makes JNB Wealth different?
Josh brings a unique combination of legal, financial planning, and investment expertise, which means that JNB Wealth clients receive broad-ranging, insightful guidance from a single, trusted advisor.
Are your recommendations in my best interest?
Yes. We feel morally obligated to do the right thing, always. Importantly, we are also a fiduciary, which means that we are also legally obligated to put our client’s interests ahead of our own.
How do you charge for your services?
We operate on a transparent, fee-only basis — no commissions, no hidden costs. You’ll always know exactly what you’re paying for and why.
Do you work with clients outside of New York?
Yes. Through Savvy’s secure digital platform, we work with clients nationwide. Geography doesn’t limit access to high-quality advice.
I’m not ultra-wealthy — can I still work with you?
Absolutely. While we have experience advising ultra-high-net-worth families, we’re equally passionate about helping “everyday investors” make smarter decisions, build real wealth, and reduce stress about the future.