JBA Wealth Management provides investment advice, financial and retirement planning, business planning and other financial services. Located in Fort Collins, Colorado for 30 years, we provide service throughout Northern Colorado including the cities of Loveland, Greeley, Windor, Lakewood, Arvada, Aurora, and Denver, CO as well as Cheyenne and Laramie, Wyoming and Seattle, Washington and California.
We are in this business to be of service, educate and advise. Our ideal client is anyone--whether just getting started in life or approaching retirement--who wants to better understand the consequences of their financial decisions and make better financial planning and investment decisions for themselves and their families.
Client Service or Business Philosophy
Our essential business philosophy is summed up in four questions: Is it the truth? Is it fair to all concerned? Will it build goodwill and better friendships? Will it be beneficial to all concerned? If the answer is no to any of these questions we will not be involved.
We operate with the highest level of integrity and ethical standards, honor our commitments and always strive to do what is right for our clients.
We choose to create rather than compete in the marketplace. We encourage people to not just earn a living, but to design a balanced, purposeful life for themselves and their families.
We provide the best opportunity possible for our associates, treating them the way we would want to be treated as representatives of JBA Wealth Management.
We want our performance to speak for itself. We lead by example and judge by results. Mistakes are a natural part of the learning process, so we need to be patient with each other. Over 30 years we have built a strong, durable agency. Good things take time to achieve.
We work with our clients to determine the best fee schedule for them. Our job is to build wealth for our clients, not to make as much for ourselves from every client as possible. We are always available for a complimentary second opinion for anyone who wants a second set of eyes to review their financial plan. This is our way of giving back to the Northern Colorado community we love.