Investing is a long-term process—and no matter where you are, it can be a bit overwhelming. How should I allocate my assets? How can I increase my investments? How can my savings strategy evolve as my life changes?
JJ Burns & Company, in partnership with Charles Schwab, is offering a new digital investment platform that can help you grow your savings at any stage of your investing journey.
Ascend by JJ Burns makes it easy to plan and select a JJ Burns designed portfolio. Simply answer a few questions to determine your risk profile and you’re on your way.
We’re here to help you create your investment plan now—and in the future.
Adjustable for Every Stage of Life
As your life changes—through school, jobs, home purchases, marriage and children—so does your savings needs. Ascend by JJ Burns can help you adjust your investments depending on your goals and risk tolerance.
Our range of portfolios can suit many different types of investment scenarios. Plus, you’ll also receive professional guidance from the JJ Burns advisory team.
The minimum investment amount on Ascend by JJ Burns is $5000, so it’s a great way to prepare for your future today by building a portfolio for tomorrow.