How might taxes impact my savings? Do I have the right insurance should something unthinkable happen? Does my estate plan reflect my desire to assist my family?
We help you answer these questions and more with comprehensive wealth management, retirement planning, and tax strategies tailored to your unique needs.
There is a mountain of evidence – including an academic-based investment strategy – that is the foundation of how we scientifically invest our clients' wealth so they can sleep well at night, focus on what matters most, and ignore the hype of Wall Street.
Our integrated approach combines wealth management, retirement planning, and tax strategies to help you achieve your financial goals.
We employ an academic-based investment strategy that helps our clients sleep well at night, focus on what matters most, and ignore the hype of Wall Street.
Comprehensive retirement planning that addresses taxes, insurance, estate planning, and ensures your financial goals align with your life goals.
Integrated tax and estate planning strategies from experienced CPAs and CFP® professionals to protect and preserve your wealth.
Evidence-based strategies backed by decades of financial research and academic study.
Dual expertise in tax planning and financial planning for comprehensive wealth management.
Backed by the resources and legacy of Jamison, Money, Farmer & Co., PC.
"We focus on minimizing regret over maximizing returns. Your peace of mind and financial security are more important than chasing the latest Wall Street trends."
David J. Berney, CEPA©
Associate Wealth Advisor
Stay informed with insights and education from our team of financial experts.
By Doug Buchan
When reevaluating your tolerance for risk, now or in the future, it's worthwhile to look through the lens of "regret minimization" as much as you're looking through the lens of potential "return maximization."
Read MoreBy Connie Brezik, CPA/PFS, CFP®
Sure, having enough money is an important part of the retirement equation, but there's much more to consider as well.
Read MoreBy Larry Swedroe
The risk of becoming more vulnerable to financial abuse as we get older can pose a significant threat to our retirement security.
Read MoreReceive updates, insights and ongoing education
Subscribe to our newsletter for regular insights on investment strategies, retirement planning, tax optimization, and financial news that matters to you.
Subscribe NowStart a conversation with JMF Capstone Wealth Management
Ready to discuss your financial goals? Schedule a complimentary consultation with our team to explore how we can help you achieve financial confidence.
Contact Us