Jentner Wealth Management
Jentner Wealth Management is a nationally recognized wealth-management firm based in Akron, Ohio. By providing fee-only comprehensive financial planning, globally diversified investing and fiduciary advice, Jentner seeks to preserve the financial legacy of clients in Northeast Ohio and across the United States. Founded in 1984, Jentner Wealth Management provides both financial planning and investment management to individuals, families, business owners, and trusts. Jentner Global Management is a specialized division that provides institutions with investment portfolio management services, including portfolios customized specifically for endowments, foundations, and qualified retirement plans. Jentner’s proven, low-cost passively-engineered investment strategy invests broadly in more than companies on six continents, seeking to provide steadiness in good times and challenging times to earn meaningful returns over the long term. Jentner is fee-only, meaning we never earn commissions. We are a fiduciary to our clients 100% of the time, avoiding the conflicts of interest that arise from selling financial products. Without proprietary financial products or commissions, our advice is always what we believe to be in our clients’ best interest. This key strength differentiates us from most investment advisory firms. Many people assume that all financial advisors must always act in their client’s best interest. However, many financial advisors do not always have fiduciary responsibility to their clients. Many insurance agents, stockbrokers, and financial planners operate under a suitability standard or a best-interest standard. Because they are not fiduciaries, they can be motivated by commissions earned from selling insurance and investment products.
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7
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4
11 to 50 range
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- CJ
Cassie Jentner
Director of Marketing · Advertising & Marketing
EmailPhone - MA
Martin A. Weisberg
Vice President · General Business & Management
EmailPhone - GG
Gena Gonzalez
Administrative Assistant · General Business & Management
EmailPhone - WS
Will Smith
Financial Planning Associate · Finance & Accounting
EmailPhone - BJ
Bruce Jentner
President & CEO · General Business & Management
EmailPhone
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Top roles at Jentner Wealth Management
7 distinct titles indexed · top 7 shown.
- 1administrative assistant
- 1chief administrative officer (cao)
- 1director of marketing
- 1financial advisor
- 1financial planning associate
- 1president & ceo
- 1vice president
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