J.J. Feldman draws upon 12+ years of experience in portfolio construction, security analysis and selection, asset allocation, and short-term tactical trading to deliver comprehensive wealth management services to his clients. Each relationship begins by learning all about your unique situation, lifestyle needs, and risk tolerance. These details factor into a recommended asset allocation strategy designed to help you meet your current needs and future goals. Clients include business owners, entrepreneurs, and physicians, who require a “financial quarterback” to assist with a wide variety of financial needs beyond investments.
