Jansen Wealth Management LLC

EST. AUM
$132,294,100

CONTACTS
1

CLIENT ACCOUNTS
678

Firm Details

Metro area Madison
CRD Number 317824
Website jansenwealth.com
Client types

Overview

Jansen Wealth Management was founded on the belief that financial goals can be achieved through diligence and discipline. Their process of helping clients reach their goals starts with listening; they want to understand their clients’ life stories and focus on their ambitions. They then work to craft tailored financial plans, implement strategies, and ensure sustainability over time by adjusting as life changes. Their fiduciary firm is designed for the modern investor. They partner with leading companies to provide comprehensive financial planning tools and wealth management technology. Their commitment to innovation allows them to adapt as the industry evolves, enhancing the client experience along the way. Jansen Wealth Management is a fully independent fiduciary firm based in Altoona, Wisconsin, serving clients across multiple states. The firm specializes in personalized financial planning and investment management, focusing on multi-generational strategies that encompass investment management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Jansen Wealth Management LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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