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Divider15233 Ventura Boulevard
Suite 220
Sherman Oaks, CA 91403
(818) 788-3222
Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

Welcome To JHM Wealth Management, Inc

At JHM Wealth Management, Inc. we work with our clients as knowledgeable and trusted advisors to assure them their unique objectives will be addressed through all stages of life.

Our customized approach to wealth management is simple - one that’s built on a personal relationship with the client and shaped by an understanding of their financial needs and aspirations. We realize that no two clients are alike which is why we strive to create investment strategies to best address each client’s individual needs.

Choosing the right professionals to manage your wealth is one of the most important decisions you will ever make. We have a strong commitment to service excellence, combined with a powerful independent platform, recognizable industry credentials, and a promise to always act in the best interest of our clients.

In today’s challenging investment climate, never has it been more important for an advisor to provide their client with consistent communication and accessibility. We make it a priority to take the time to meet with our clients to ensure they have a thorough understanding of their situation and of the investment strategies that we are providing to them. Our high level of service has earned us the trust and loyalty of our clients

By being an independent financial advisor with LPL Financial, we are able to offer our clients the advantage of truly personalized and unbiased advice. LPL Financial does not offer any proprietary products so there are no quotas to be met. This allows us to make sound financial recommendations based solely upon each client’s individual situation.

Always putting our clients best interest first has allowed us to gain the trust of our clients over the years, build solid relationships and build our business entirely on referrals

Please do not hesitate to contact our office to see how we can be of value to you.

Helpful Content

Social Security Tax Estimator

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

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Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

 

The ABC’s of Auto Insurance

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Medicare’s popular program, offering free gym membership and health education.

What to Look for in Personal Finance Apps

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The Power of 401k Catch-Ups

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There’s an alarming difference between perception and reality for current and future retirees.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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