JRM Tax & Wealth Management, LLC

Overview

JRM Tax & Wealth Management, LLC is an independent, owner-operated RIA organized as an LLC that combines accounting practice capabilities with individual and family wealth advisory. The firm focuses on financial planning and portfolio management for individuals and small businesses and charges clients via a mix of percentage-of-AUM, hourly, and fixed fees. Its profile indicates a practitioner-led shop rather than a capital allocator or institutional manager; it does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm's business activities emphasize accounting alongside advisory work, suggesting tax and bookkeeping expertise is integrated into client service rather than delivered by a separate family office or institutional platform.

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Investments & Alternatives