Jentner Wealth Management

Jentner Wealth Management

Investment Management Akron, Oh, United States 7 employees
Employees
7
Contacts
3
Emails
3
Phones
3

Jentner Wealth Management Overview

Headquarters
Akron, Oh, United States
Phone Number
Available in AeroLeads
Website
jentner.com
Industry
Investment Management
Employees
7
Founded
1984
Funding
,
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About 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 10,000 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.

Jentner Wealth Management Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
3
100.0% coverage

Jentner Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Gena Gonzalez Fpqp Client Service Associate
Email Phone
Linda Bentlage Director of Operations at Beacon Pointe Advisors
Email Phone
Will Smith, Cfp® Financial Planning Associate
Email Phone

Employees by Management Level

Associate / junior 3 profiles
Executive 2 profiles
Director 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 3 3 2
Finance 2 2 1

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