Empowering You to Live Your Best Life

Understanding Your Financial Relationship

JMC Wealth stands out in the crowded landscape of financial planning by embracing a holistic approach to wealth management. We understand that every individual has a unique relationship with money, shaped by their personal triggers, experiences, and aspirations. We go beyond simply analyzing numbers to delve into the psychological and emotional factors influencing your financial decisions.

A Personalized Approach to Financial Planning

Our founder, Julie Marie Murphy, recognized the limitations of conventional financial planning models that fail to address the underlying biases and unconscious assumptions people hold towards money. We tailor our strategies to your unique circumstances, taking into account your:

Income and spending habits
Savings and investment preferences
Risk tolerance and financial goals
Emotional and psychological associations with money

Our Comprehensive Services

JMC Wealth offers a comprehensive range of services to address all aspects of your financial life:

1. Retirement Planning

Developing a personalized roadmap to accumulate the retirement funds necessary for a comfortable post-career life.
Analyzing potential sources of retirement income like qualified plans, investments, and government benefits.

2. Investment Management

Creating a tailored portfolio that aligns with your risk tolerance, goals, and aspirations.
Diversifying your investments across asset classes to mitigate risk and maximize returns.

3. Estate Planning

Ensuring the proper management and distribution of your assets upon your passing.
Creating a comprehensive estate plan that includes wills, trusts, and power of attorney.

4. Insurance Planning

Identifying potential risks and vulnerabilities in your financial life.
Implementing appropriate insurance coverage to safeguard your loved ones from financial hardship in the event of unexpected events.

5. Tax Optimization

Maximizing your tax efficiency through strategic planning and leveraging tax-advantaged accounts.
Reducing taxable income and maximizing deductions and credits.