Building Wealth is
By Choice, Not Chance.
Our 360° Wealth Advisory helps you align your wealth with the life you're building—across career, family, and legacy.
No Spam. Just Smart Moves.
Explore How We Help You Win the Long Game
Where the Experts Turn for Expert Opinion.
A NOTE FROM OUR FOUNDER
“I didn’t start this firm for me. I started it for you.
For the ambitious professionals balancing career, family, and the constant pressure to make the right financial moves — I see you. I’ve been you.
After years on Wall Street, working with elite institutions and decades shaped by studying the world’s greatest investor (Warren Buffett), I saw the same thing over and over again:
People like you weren’t being met with a real partner — just products, performance charts, and half-baked advice.
So I built something different.
A firm grounded in the values passed down from my grandfather Julius: integrity, knowledge, and passion.
A place where your entire financial life, not just your portfolio, is seen, strategized, and supported.
A 360° partner that helps you build wealth with clarity, confidence, and intention.
By Choice. Not Chance.”
Jason Blumstein, CFA
CEO & Founder
Wealth Should Feel Like Clarity.
Not Confusion. Not Chaos.
You’ve worked hard. Hit the milestones. Checked every box.
But when it comes to building wealth? It still feels… scattered.
Because real wealth isn’t about trends, hacks, or headlines.
It’s about strategy. Intention. And knowing your next right move.
That’s where we come in.
If you're ready to make your wealth as intentional as your success — here's how we help:
- Clarify your full financial picture
- Build a personalized, 360° strategy
- Shift from reactive to intentional
- Protect and grow what matters most
360° Wealth Advisory Services
Balance Sheet & Cash Flow
Know what’s coming in, going out, and what it’s really doing for your life goals.
Investment Strategy
Stop chasing market noise. Invest with clarity and a game plan that’s built around you.
Insurance Protection
Most people are either overinsured, underinsured, or insured for the wrong things. Let’s fix that — and help turn uncertainty into security.
College Planning
Give your kids a head start — without derailing your own financial future.
Tax Planning
Tax law changes fast. Your strategy should move faster. Let’s help keep more of what you earn, where it belongs — with you.
Estate & Legacy
Design your legacy, don’t leave it to chance. Because protecting your values is just as important as protecting your assets.
Wealth Isn’t just Numbers.
It’s how you lead.
By Choice, Not Chance.
From making smarter investment decisions today to protecting your legacy tomorrow.
Our 360° Wealth Advisory is designed to bring clarity, discipline, and confidence to the way you lead what matters most.
Backed by integrity. Grounded in knowledge. Driven by mindset.
So you don’t just have wealth…you build it.
Knowledge Compounds.
Just Like Wealth.
We roll up our sleeves with you: helping you turn insight into action, and action into lasting impact.
Wealth of Knowledge
Insights and Expertise at Your Fingertips
The Big Bo $how
360° No-Nonsense Wealth Building Wisdom
Empowering You with Financial Wisdom
Quarterly Commentary
In-Depth Analysis and Predictions At a Glance
JWA YouTube Channel
Catch exclusive clips, full podcast episodes, and wealth-building wisdom — all on the JWA YouTube Channel.
Explore the ChannelBased in Bergen County, NJ — serving clients in person and remotely nationwide.
