Welcome To J.R. Wealth Advisors LLC
J.R. Wealth Advisors LLC is a full service wealth management and comprehensive financial services company with offices on both coasts. Our mission is to provide the ultimate wealth management experience through proper planning, proactive advice, and exceptional personalized service. Whether you're a business owner, professional athlete, or an executive, our personalized service focuses on your needs and wants, in order to work toward your financial goals and objectives.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Your credit score may influence how much you pay for auto and home insurance.
For some, the social impact of investing is just as important as the return, perhaps more important.
Do your insurance needs stay the same when the nest empties?
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
How do the markets usually react to elections? Was the 2016 election any different?
You’ve made investments your whole life. Work with us to help make the most of them.
There’s an alarming difference between perception and reality for current and future retirees.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.