JNB Wealth
  • About
  • Services
  • Values
  • Investment Philosophy
  • Contact
Linkedin
JNB Wealth
  • About
  • Services
  • Values
  • Investment Philosophy
  • Contact
Linkedin
JNB Wealth
  • Home
  • About
  • Services
  • Values
  • Investment Philosophy
  • Contact
Contact Us

Ready to Simplify Wealth and Build With Purpose?

Let's Connect

Contact Us
Location
111 West 33rd Street, Unit 1410
New York, NY 10001
Phone
(917) 410-4496
Email
josh@jnbwealth.com

Have a Question or Need Guidance?

We’re here to help. Please call, email, or put time on our calendar directly below.

Feel free to contact us directly at (917) 410-4496 or complete the form — we’ll respond within one business day to assist you personally.

Ready to Simplify Wealth and Build With Purpose?

Guiding families through every stage of wealth — from growth and preservation to thoughtful legacy planning. We provide strategic, tax-efficient guidance designed to reduce financial stress, align decisions with values, and support long-term goals — from buying a first home to leaving a lasting legacy.
Linkedin

Have a Question or Need Guidance?

Phone
(917) 410-4496
Email
josh@jnbwealth.com
Contact Us

© 2025 JNB Wealth. All rights reserved. JNB Wealth is a marketing brand name offering financial services. All investment advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment adviser. Savvy Wealth Inc is a tech company and the parent company of Savvy Advisors Inc. Material contained herein has been created for informational purposes only and should not be considered tax advice. Information was obtained from sources believed to be reliable but was not verified for accuracy. It is important to note that federal tax laws under the Internal Revenue Code of the United States are subject to change, therefore it is the responsibility of taxpayers to verify their taxation obligations. You should consult with your tax professional(s) to obtain specific information regarding costs, fees and other factors to consider to make informed decisions about your retirement. Savvy, Josh Bergman and JNB Wealth do not provide legal or tax advice. For information about Savvy, visit our website: www.SavvyWealth.com.  For more information about Savvy’s investment advisory business, please see our Form ADV and Form CRS. 

*Prior to founding JNB Wealth, Josh was a Vice President at Allen & Company Investment Advisors, where his team was responsible for managing approximately $4.5 billion of assets under management.
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