J-Mak Investments LLC

JPS Global Investments, based in San Carlos, CA, is a fee-only investment advisory firm specializing in tailored investment management and wealth planning services. With a fiduciary duty to prioritize clients' interests, they offer expertise in areas such as ESG impact investing, retirement planning, tax optimization, and charitable giving. Since 2007, JPS Global Investments has been dedicated to helping clients achieve their financial goals while aligning their portfolios with their values. Serving clients in Silicon Valley, the San Francisco Bay Area, and beyond, they focus on constructing portfolios that reflect clients' preferences and values, emphasizing the importance of investing in alignment with ethical considerations.Generated from the website

The advisor listed is an Ameriprise financial advisor in San Carlos. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. It's hardly news that wealth can complicate your life. Because more is at stake, you have more financial decisions to make on an ongoing basis. Many of these choices involve finding ways to grow and preserve your wealth. But look closely and you'll see that even the simplest decisions generally involve multiple considerations-tax management strategies, retirement planning, health-care costs and more. Certain steps, such as estate planning and the creation of trusts, may affect the well-being of several generations. Entrepreneurs face the added requirement of balancing the needs of their business with that of their own financial life. Fortunately, even the most complex financial issues can be handled successfully with the help of a dedicated advisor who is experienced and knowledgeable about the realities of wealth.

The advisor listed is an Ameriprise financial advisor in San Carlos. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our ...