Starting in the late 1980’s, the JWM Financial practice now spans 3 generations of family. With over 20+ years of combined experience, we have refined our approach to meet our clients’ needs and help them meet their long term goals. Our vision is of a financial planning practice that continues to go above and beyond to offer the highest level of service possible to a select group of clients. Our Mission Statement is a direct reflection of our approach and our values – click here to find out what we stand for.
Our logo, the JWM Tree, is not just a meaningless symbol; it represents the vision we have for our clients. Click here to find out more about the JWM Tree. What makes us different from everyone else? Click here to find out.
25 October, 2017
It’s October of 2017, and we’ve been seeing low, single‐digit returns this year. Last year wasn’t great, either. Of course, these ... Read More
14 July, 2017
It’s not what you do, it’s why you do it. I sat on a small, rustic wooden bench at my favorite coffee shop recently, eavesdropping... Read More
Are you familiar with Wikipedia? Come explore JWM’s own Investor’s Wiki. It’s easy to use and full of great information. Make it your guide to investing and finance!
Since 1998 I have specialized in personal taxes and bookkeeping. Until 2004, I hesitantly referred clients to various financial planners but it was not until I started working with Shawn Johnson, that I felt extremely comfortable with referrals. Her focus on placing the client’s need and interests first, has been refreshing. Shawn is constantly changing and learning in order to provide the highest level of skill and knowledge for the client.
From Shawn, I have received regular friendly and professional advice about wills, estate planning, portfolio rebalancing and funding further education. Her commitment and approachability have given me the confidence in my financial future.