Jordan Wedell

WORK HISTORY

EDUCATION

SKILLS

ABOUT JORDAN WEDELL

My passion is to help others achieve their version of financial independence through comprehensive planning and tax saving opportunities. Today, more than ever, this can be just downright difficult. By partnering with my clients and having the heart of a teacher, I seek to become their knowledgeable resource in managing and building wealth centered around their long-term vision and short-term goals. Having had the fortune of growing up in a family of advisors with both my brother, father, and close family friend as mentors, I have personally seen the positive impact an advisor can have on families lives. From financial education to complex planning, my goal is to help clients get organized, gain the courage to keep moving towards financial independence, and help them stay focused on what’s in their best interest. Ultimately, I’ve found this allows them live a fuller life as they are able to be more fully present with their families, careers, and passions.I encourage you to look around and explore your options. If you feel we may be a good fit, or if you\'d like some guidance in finding a good fit, I\'d be happy help discuss what may be best for you. You’re welcome to reach out to me at 61••••••00 – just ask for Jordan.My Approach: Goals-based wealth management, with a focus on developing strategies around a client’s unique financial values and priorities.Short-List of Services:Retirement PlanningInvestment ManagementCollege PlanningLong-Term Care and Term Life InsuranceLegacy AspirationsInvestment GoalsPhilanthropy & GivingPersonal AmbitionsLiability ManagementBusiness Owners and Executive PlansEstate Planning