Build The Life You Want

Are you on track for the life you want? Prepared for the inevitable curveballs? Our collaborative approach covers financial gaps, so you can move forward with confidence and peace of mind.

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What's New

2020: 1st Quarter Summary

“Nobody told me there'd be days like these / Strange days indeed” John Lennon, “Nobody Told Me” One issue now dominates the concerns of every

Our Process

The Benefits of Collaborative Wealth Management

Unlike traditional wealth managers, JJ Burns takes a collaborative approach that brings every aspect of your financial life together into a single, seamless plan. We look at the whole picture. Your family, career, and plans for the future. Your values, hopes, and dreams.

Then we create a comprehensive personalized plan. One that covers the financial gaps, considers your emotional needs, and puts your dreams into action.

Throughout the process, we coordinate with everyone in your financial circle, including your accountants, attorneys, and business partners. It’s a unique approach that eliminates redundancies, reduces costs, and ensures that your team is in sync, on track, and pursuing the same big-picture goals.

Life Transitions