Your financial situation is as unique as you are. At Jensen we strive to advance your financial goals with a thoughtful, focused, disciplined and long-term program that utilizes high quality investments
Individuals & Families
As long-term investors, our goal is to understand our clients’ financial objectives and create a portfolio tailored to these needs. We believe that financial objectives are best achieved with flexible plans designed for you, not “off the shelf/one size fits all” programs available elsewhere. Our services include a dedicated team of wealth management professionals who know you and your family.
How we can help
- High quality investment management services
- Independent financial advice from a firm with decades of experience
- Cash flow management and retirement planning
- Philanthropic and family giving
- Client education
- Holistic approach by embracing interactions with other professionals
In an industry with an often short-term outlook, helping families, some across four generations, is one of the greatest compliments we receive.
Endowments & Foundations
Jensen is well-versed in meeting the complex needs of our clients’ foundations and endowments, building focused, disciplined and long-term portfolios designed to achieve their organization’s goals.
It’s a great privilege to help our clients achieve their goals, and an honor to help them establish their legacy.