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Capital Management Services designed for the Business Executive since 1982.

We specialize in assisting Micro & Mid Cap business owners when they need it most.  If, you are building wealth, managing wealth or protecting your wealth we are here for you.  Additionally, if you are seeking capital for your business, to start a business, seeking to create a retirement plan for your business, or seeking  M&A  that will increase business opportunities domestically and abroad, we can assist you.

  1. We can help you protect your Assets so that you can concentrate on the operation of your business.
  2. Provide millions in capital to ensure the success of your company via Private Placement and IPO
  3. Establish, monitor and manage retirement plans for you and 401k plans for your employees
  4. Assist you in developing strategic partnerships with governmental, private and JV entities.

Since 1982, we have always put the interest of our clients first, with Assets Under Management (AUM) of $375 million (as of 4/4/2012) our clients are assured that the decisions made for their financial future, are the right ones.

Services provided:

  • Executives Retention Planning
  • Green Technology and SRI Strategies
  • Medical and Legal Professional Asset Protection
  • Music and Film Industry Financing
  • Women Executives & Business Owners
  • Manufacturing, Technology and Non Profit Capitalization
  • Capital Financing via Private and Public Offering

Benefit from our expertise and broad access to capital markets, financial markets and our in-depth knowledge of what is developing throughout the world each day! Before you make your next financial decision.  Work with a trusted Professional SEC Registered Investment Adviser, where the term fiduciary is the rule… not the exception.

When you need a qualified and trusted source, go with experience, we have been in business for 30+ years.  JENEVA WEALTH MANAGEMENT is the firm to turn to. We are a “fee only” advisory firm. You can feel confident when working with us… because we work… for YOU!

  1. Accountability… We are held to the highest fiduciary standards.
  2. Integrity… Our moral character is not for sale to the purveyors of financial products.
  3. Ethics… JWM philosophy requires that we recommend financial direction that is right for you not for us. 
  4. Higher Moral belief… Each Advisers’ conduct follows to the letter the “rules of right” when it comes to their decisions.

Our belief’s and our actions clearly demonstrate our adherence to these standards. Here at JWM we hold each Adviser to the industry’s highest fiduciary standards.  We give each client full disclosure and transparency, rock solid integrity, unquestionable honesty, high professional ethics and exceptional individual moral character.

Using our “client first focus”  we have assisted many clients over the years to access business capital, create, build and protect their personal hard earned WEALTH. We are uniquely positioned for today and the future to help you reach your goal of financial success.

We invite you to contact us for a no obligation COURTESY assessment of your current financial requirements and to get started on your path to a better financial future.  Let’s talk today.

 

© 2011-2012 JENEVA WEALTH MANAGEMENT

Psalm 121