JRO Wealth Management LLC

The firm works with individual clients, including high-net-worth individuals, and provides investment management, both ongoing and project-based financial planning, tax preparation, and educational seminars or speaking engagements. Its wealth management offering combines portfolio supervision with ongoing planning and tax-related services tailored to clients’ circumstances.

The firm builds individualized investment policies and asset-allocation targets through personal discussions and implements portfolios using a combination of passive and active strategies guided by methods such as fundamental, cyclical, and charting analysis and Modern Portfolio Theory. Advice and implementation are provided with attention to clients’ stated objectives, risk tolerance, and tax considerations, and accounts may be managed on a discretionary or non-discretionary basis with reasonable client-imposed restrictions accommodated.

Notably, the firm routinely offers educational seminars and speaking engagements (virtual or in-person, with client-determined topics) and makes tax preparation available to clients at their election, supported by the principal’s enrolled-agent credential for tax work (without signatory authority over client accounts). The firm also requires clients to establish accounts at Charles Schwab and relies on that institutional platform for custody, trading, and certain practice-support services, which may affect execution and custody choices compared with advisers that permit client-directed custodians.