Our systematic process to financial planning creates strategies that consider all relevant aspects of your financial situation to help you achieve your financial goals.

JMA Group delivers sophisticated wealth management strategies that help business owners, professionals and other high net worth individuals reach their financial goals.

Learn About Our Approach

Our Approach

Financial Planning is a foundational element to long term wealth building, preservation and generational wealth transfer.  Our approach to wealth management begins with understanding your needs.

We are committed to helping you achieve your financial goals through a holistic financial planning approach.  We are committed to this through a commitment to 3 basic principles:

Helping you achieve your financial goals begins with understanding where you are today and where you want to be. We begin this process by getting to know you and where you see yourself in the future. We will gather information to create a detailed financial profile that will be the benchmark of your wealth strategies.

Once we understand your current financial profile, we can deliver complete financial advice.

Get started with a team of Wealth Management and Insurance Advisors.

Whether it is your own advisor, or Celernus Investment Partners, who provides Private Client Services to JMA Group clients, we work directly your investment professionals to ensure that your plan is tax efficient and achieves your overall wealth building goals and objectives.

To help you stay on course and account for changes in your circumstances, we will meet with you regularly to review your plan. We will revisit your goals and objectives, update your financial position and revise your plan to help guide you in the direction you want to go.

Get an indepentant review of your existing Financial Plan,
or set a meeting with us to discuss Financial Planning

Get in touch with someone from our team of professionals