JPC Wealth Management, Inc.

The firm primarily serves individual and high-net-worth clients, providing ongoing, goals-based financial planning and discretionary portfolio management. It offers standalone financial planning engagements and routinely coordinates with other professional advisors (estate, tax, long-term care specialists) as part of the client relationship.

The firm implements a broadly diversified strategy across five primary asset classes—cash, bonds, domestic equities, international equities and real estate equity (REITs)—typically using low-cost institutional mutual funds and ETFs to gain asset-class exposure. Its philosophy emphasizes passive exposure over market timing or stock picking, lower turnover to limit taxes and trading costs, and the use of Monte Carlo and historical stress-testing to evaluate the probability of meeting client goals.

What is distinctive is the firm’s scale relative to its size: it manages roughly $312.7 million for about 155 clients while operating with a small advisory team led by a long-tenured principal, a profile that implies higher assets per client and more concentrated oversight. The firm also maintains a formal referral arrangement with an unaffiliated managed-asset program to accommodate smaller referrals, requires custody at a single institutional custodian, and does not accept proxy-voting authority for client securities.