Individual Clients

The Jordan Daiter Wealth Management Group works with a wide variety of individual clients who recognize the importance of working with professionals to manage their family's wealth. For these clients the Financial C.A.R.E. Program gives them more freedom to focus on what's important to them. We can assist individuals with:

• Clarifying and simplifying their personal and financial goals

• Comprehensive financial planning

• Tax efficient investment strategies

• Retirement planning

• Generational wealth transfer

• Business succession planning

• Cash flow income planning

• Insurance and estate planning

Corporate and Non-profit

Our corporate and non-profit clients look to us for guidance in fulfilling their short and long term financial obligations. We have extensive experience in helping these clients invest within the strict guidelines of their fiduciary duties.

Every client of the Jordan Daiter Wealth Management Group is unique, however they all have a desire for a thorough look at the big picture, a conservative approach to portfolio management and a need for unparalleled service.