JDM Wealth Management
At JDM Wealth Management, we understand that individuals face unique challenges as they attempt to manage their wealth within an ever changing economic landscape. We can help you implement a comprehensive financial plan to address every aspect of your financial life, so that you can feel more secure about your progress. Furthermore, by having us actively managing the portfolio risk, especially during periods of elevated volatility, you may find it easier to stay on track with your financial plan.
At JDM Wealth Management, we are committed to providing active management and financial planning solutions for our clients. We will help you define your financial goals and guide you toward financial independence. We pay a high level of attention to actively managing the wealth of our clients and we strive to follow systematic processes that proactively address every aspect of their financial life — from insurance and education planning to retirement and estate planning. Our active investment management strategies utilize technical analysis to enhance a diversified allocation approach. We monitor and adapt our recommendations to changes in market conditions so that our client portfolios are appropriately diversified during appreciating periods, and positioned to mitigate portfolio risk during declining periods. This adaptive portfolio management approach varies from a conventional buy and hold strategy, which can fail to recognize deteriorating market conditions, and force an investor to maintain a specified allocation while riding out potentially significant market declines. We believe that actively managing investment portfolios will help to maintain an appropriate level of portfolio risk so that our clients have a better chance to stay on track toward their financial goals. We believe our clients deserve a higher level of attention to their investment strategy. A significant portion of our clients are healthcare professionals who can face complex financial issues specific to their profession. Our in-depth knowledge and experience in the healthcare industry give us the unique expertise to provide solutions to these individuals, however, we also work closely with clients outside of the healthcare industry to help them make informed decisions.
Address: 275 Grove St., Ste 2-400, Newton, MA 02466, USA
Phone: +1 617 663 5719
FAX: +1 617 663 5718
