THE J. ARNOLD WEALTH MANAGEMENT COMPANY
"Real Investment Advice for Serious Investors"

OUR SERVICES

Fee-Based Advisory Services

Fee-Based Advisory Services

The J. Arnold Wealth Management Company, LLC proudly serves its clients in a fiduciary capacity. The majority of clients who come to the J. Arnold Wealth Management Company, LLC enjoy our client first advisory fee-based service approach. The firm itself covers all commissions, trading cost and custodial fees. The client only pays a percentage of the performance of the account or account value. 

Family Offices

Family Offices

The J. Arnold Wealth Management Company, LLC specializes in serving the ultra high net worth investment markets. We offer a total outsourced solution to managing the financial and investment side of an affluent individual or family such as budgeting, insurance, charitable giving, family-owned businesses, wealth transfer and tax services.

Estate Planning

Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they are carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

College Planning

College Planning

College planning is one of the most important steps students can do prior to applying to colleges for their own best outcomes, as well as the financial benefit to their parents. Most families do not start the college planning process until the senior of high school.  It’s best to manage expectations well before a student’s senior year of high school.  It can cost hundreds of thousands of dollars to send one student to college.  Time is on your side when you start the saving process early. The J. Arnold Team offers comprehensive college planning financial services such as consulting, 529 plans, college IRA's, and various other college education saving avenues.

Financial Planning

Financial Planning

The J. Arnold FINRA offers full scale comprehensive financial planning services. Our team will sit with you and your family and chart a path to financial independence.

Business Planning

Business Planning

The J. Arnold team will help you create a business plan to make your entrepreneurial dreams a realty. The J. Arnold team will walk you through the detailed planning process from start to finish.  They will help you research, strategize, calculate risks, and draft your business plan to leverage it in the most cost-effective way to finance your goals properly.  Without a proper business plan, you run a higher risk of failing before you even begin.

Let's Talk!

Have questions about your finances or your financial future? Let's talk about it. Simply fill out this form and we will get back to you as soon as possible.

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