OUR SERVICES
Designed to help you grow, maintain, and transfer wealth.
At JWT Wealth Management, we offer comprehensive services that encompass everything you need to grow, maintain, and transfer wealth. As a fully-fledged wealth management company, our expertise covers financial planning, investment strategies, portfolio management, and retirement planning, ensuring your financial goals are met at every stage of life.
Financial Planning Program
Our Financial Planning Program is a comprehensive program where we help you plan for your financial goals.
In three-2 hour/session financial planning meetings we help you articulate and work towards achieving your financial goals through detailed analysis, customized investment strategies, and provision of actionable recommendations.
Whether it is creating an emergency fund or any other identifiable financial goal, we work to help you achieve these goals as you envision them.
No matter the school your children end up attending, give them a fair chance to succeed in life by putting together a dedicated savings plan that will help cover the cost of their education.
With escalating education costs, starting early is key. Regardless of where you are starting, using our proprietary financial planning tools, we are committed to creating a tailored plan that makes the achievement of this goal a reality.
Owning a home means more than just having a place to live- it offers a sense of belonging, stability and freedom.
Whether it is buying land to construct your own home or raising a down-payment towards home purchase, home ownership is one of the major decisions you will ever have to make and contributes significantly to your financial well-being.
We are ready to walk with you and build a viable plan that gives you the highest likelihood of success.
The only constant in life is change. How well are you prepared for adverse change as you transition through your different life cycle stages?
Do you have a readily accessible source of cash to adequately cover you for emergencies such as job loss, illness, accidents, divorce, natural disasters or any other unforeseeable event?
If not, don’t worry, we are keen to help you create a sufficient cushion in emergency reserves to see you through times of adverse financial changes.
It is possible to have wealth and have it all wiped away by medical expenses.
A medical fund or a medical insurance plan can be crucial in guarding against the risk of facing financial ruin in this case.
Investment Planning
JWT Wealth Management helps you choose the right investment vehicle that aligns to your relevant return and risk objectives, liquidity, time horizon and tax constraints as well as your unique circumstances.
The choice of investment vehicles we help you invest in are:
- Money Market Funds
- Treasury Bonds and Treasury Bills
- Stocks
You can download a Unit Fund Application form here:
Once the form is filled kindly send to: johnson@jwtwealthmanagement.com
Are you looking to invest in Money Market Funds? We will help you determine the role this investment vehicle plays in your financial goals’ achievement and how to start investing.
If you are looking to invest in treasury bonds and/or treasury bills, we are your trusted partner in this journey.
We help you navigate investment in publicly listed stocks in line with your financial goals.
Stock investing for achieving your financial goals should take a long-term view because in the short run the return prospects of stocks may remain unfulfilled.
Portfolio Management
We understand your time is precious and we are keen to free it up for you to focus on other important things. We equally understand you may be lacking in expertise or be unwilling to build and oversee your portfolio of bonds and/or stocks.
Whichever the case may be, JWT Wealth Management will help you construct, monitor and rebalance your investment portfolio in line with your risk tolerance and prevailing capital markets expectations.
In constructing your optimal investment portfolio, we select high-quality investment options that align to both your risk and return objectives as well as any other relevant constraints such as liquidity, tax, time horizon and unique circumstances.
Most importantly we ensure your goals stay on track. Should your priorities change along the way we’ll be there to revise the plan accordingly.
Retirement Planning
For age and want, it is in your best interest to actively take on the challenge of planning for your own retirement
Aware of the uncertainties inherent in retirement planning, JWT Wealth Management through its comprehensive Retirement Planning Program is passionate to help you build a plan that gives you the highest chance of success in maintaining your standards of living during retirement as before retirement without having to run out of your financial resources in your lifetime.
Whether you are in the accumulation phase building savings that you will live off when retired or in the decumulation phase, drawing down the savings you built during your active working life, this program is for you.
We not only help you come up with the most optimal retirement planning strategy, but also in choosing the most appropriate retirement vehicles/options to your personal circumstances and financial situation.
Insurance Planning
With our need-based approach to insurance planning, you won’t have to worry how much or what type of insurance you need. We help you determine this and build an insurance plan that protects the wealth that you have worked so hard to build and whose purpose is to be enjoyed by you, the people you love and for causes you desire to advance.
An insurance plan is key to helping you build a legacy for your family. We are your partner in building this plan
JWT Academy
Research shows that financial literacy skills improve the likelihood of financial success in life. Those equipped with financial literacy skills are far more likely to make financial and investment decisions that produce optimal investment outcomes. At JWT Wealth Management, we equip you with the knowledge needed for you to achieve your financial goals as you envision them through making informed investment decisions.
We conduct financial literacy programs for individuals, groups and institutional clients with the aim of equipping our clients with the tools to acquire the understanding to make sound financial planning and investment decisions.
The ultimate goal is to achieve financial freedom.
Are you a candidate in the CFA Program looking for expert assistance in enhancing your understanding of:
- Fixed Income
- Alternative Investments
Please join our online classes scheduled every Monday and Friday from 6:00 pm to 8:30 pm E.A.T.
