JPC Wealth Management, Inc.

Overview

JPC Wealth Management, Inc. is an independent, SEC-registered advisory firm that has been operating since 2002. The firm is individually owned and focuses its work on individuals and families, offering financial planning and portfolio management (including for small-business owners). Its compensation mix includes a percentage of assets under management along with hourly and fixed-fee arrangements. According to its filing, JPC is not an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives