With more than 30 years of combined experience, the advisors of Jochim & Associates strive to help meet the wealth planning needs of successful families and business owners. Through a consultative process we help our clients balance their family, personal, and business objectives while coordinating the strengths of all their valued professionals. Successful families and business owners work with us to:
- Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.
- Make informed decisions in today's uncertain political, economic and social environment.
- Develop tax planning strategies to build or preserve wealth.