Jewell Wealth Management Inc.

Jewell Wealth Management provides ongoing portfolio management and related financial planning services for individual and high-net-worth clients, creating documented investment policy statements and advising on issues such as asset allocation and Social Security timing. The firm manages client accounts on a discretionary basis and places client assets with a third‑party custodian while billing asset‑based advisory fees.

The firm’s investment process combines charting, fundamental and technical analysis, and modern portfolio theory to implement predominantly long‑term strategies using mutual funds, ETFs (including precious‑metals ETFs), equities, fixed income, real estate funds and insurance products. Clients’ accounts may be managed using the firm’s own models or by selecting a third‑party sub‑adviser that implements model portfolios rather than bespoke holdings; accounts are monitored continuously with at least annual reviews.

Notable distinctions include the principal’s licensed insurance practice and the regular offering of commissionable insurance products (including fixed index annuities), a relationship the brochure discloses as a potential conflict of interest. The firm also can delegate portions of portfolio management to a named sub‑adviser whose models may include the sub‑adviser’s affiliated mutual funds and ETFs (compensated through internal fund fees), and the firm does not aggregate block trades for multiple client accounts.