JB Wealth Management

JB Wealth Management is dedicated to helping businesses and individuals build lasting financial confidence through comprehensive retirement planning. Specializing in 401(k) plans and employer-sponsored retirement strategies, we guide plan sponsors through every stage of plan design, implementation, and ongoing management to ensure compliance, efficiency, and meaningful employee engagement. We believe a well-structured retirement plan is more than a benefit, it’s a vital tool for attracting and retaining top talent while empowering employees to secure their future.

For individuals, we provide personalized advice to help grow and protect savings, align investment strategies with life goals, and navigate the complexities of retirement with clarity and confidence. Our mission is to make retirement planning simple, transparent, and results-driven, giving our clients peace of mind as they move toward a secure financial future.