Put your finances to work for you through personalized wealth management.
Supporting your best life
Here at JRO Wealth Management, we help people manage their wealth in ways that empower them to live their best lives.
We specialize in working with professionals in the biotech and tech industries with equity compensation who want a thoughtful, objective partnership with their wealth advisor.
Our goal is to help you navigate your finances, with special consideration paid to the complexities that come along with receiving equity compensation. From making sense of your equity to determining how to use it, there’s a lot to consider - that’s where we come in. We’ll provide clarity on the tradeoffs of your decisions to help you feel comfortable and confident moving forward with your wealth management strategy.
How does JRO Wealth Management help?
We’re glad you asked!
We’ll take the time upfront to chat through your goals and priorities. We want to understand where you are today and where you hope to go. When we’re on the same page and have our destination in mind, we’ll use the below tools and create a strategy to help you get there:
Personalized financial planning. Wealth management is not one-size-fits-all. We’ll advise you on the best way to make your money work for you—and then we’ll go to work.
Tax preparation + planning. We’ll analyze and share the tax impacts of your situation to make sure you understand the full picture.
Investment management. Goals can change, and that’s okay. We’ll craft a portfolio that supports both your short- and long-term financial goals.
We’ll periodically check in on this, because let’s face it: plans change, and when they do, we’ll be ready to adapt right alongside you.
Learn More
Learn more about our services or read about some common challenges we help clients solve.