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What Makes Us Different

Protect & Grow

The number and diversity of investment choices available today are staggering. The days of simply buying and holding a portfolio of stocks, bonds, or mutual funds are long gone.  Now, you must choose from dozens of asset classes and financial vehicles that may help protect your portfolio against today’s extreme market volatility.

 

Turmoil in the worldwide financial markets has reiterated the need for diligent risk management. Our investment process allows us to more effectively monitor the risk level in the market. When we believe the risk is too high, we have the capability to take action to try to mitigate your exposure.

 

We are very conscious of trying to protect your money during times of anticipated negative volatility. That way, we will have capital to invest when new opportunities arise.

 

We are excited about the opportunity to serve you. We believe this partnership will help maximize your investment potential while offering the personalized service you have come to expect.

 

Our investment process does not assure a profit or guarantee against loss.  Therefore, we look for ways to create guaranteed streams of income with a portion of your portfolio to complement our long-term investment process.

Wealth Management Systems
Top Financial Advisor South Jordan, UT, Jeff Segelke
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Segelke Financial Group

Top Financial Advisor South Jordan, UT, Jeff Segelke

Headquarters 10808 S Riverfront Pkwy, Suite 351  | South Jordan, UT 84095

Phone: (801) 987-3973 | Toll Free: (877) 236-5901 | Email: info@sfgclient.com 

 

Orem Office 1145 South 800 East, Suite 110 | Orem UT • Farmington Office 262 N University Ave Drive | Farmington, Utah

©2020 by JRS Wealth Management.  JRS Wealth Management LLC ("JRS Wealth") is a Registered Investment Advisor ("RIA"), located in Utah. JRS Wealth provides investment advisory and related services for clients nationally. JRS Wealth will maintain all applicable registration and licenses as required by the various states in which JRS Wealth conducts business, as applicable. JRS Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.