Our logo, the Jeffrey pine, is a tree made iconic by the famous Ansel Adams photograph on Sentinel Dome in Yosemite National Park.
The Jeffrey Pine, beyond the connection to the founder’s name, represents resilience, stability and perseverance, thrives in harsh environments
and typically lives to be 400-500 years old.

The environment of the Jeffrey Pine is similar to the one in which we find ourselves. Life is comprised of choice, challenge, and change.
Investment portfolios must have the strength and flexibility to respond
to the inevitable cycles of change in our lives.
— Jeffrey Harris, Principal of JMH Wealth Management
 
dreamstime_xxl_119921862.jpg
 

JMH Wealth Management, LLC, a registered investment advisory firm, provides confidential wealth management advice to high net worth individuals, trusts, and institutional investors. Our goal is to deliver the highest quality independent, unbiased, sensible investment advice and to avoid any conflicts of interest. We employ a sophisticated investment discipline that seeks to capture investment return and control investment risk in accord with the unique risk tolerance of each client.


Our Mission

JMH Wealth Management, LLC will deliver the highest quality, independent, unbiased, sensible investment management, planning, and advice to high net worth individuals, trusts, and institutional investors. Our client’s best interest will be the sole determinant in every decision we make, and our actions and decisions will seek to avoid any conflicts of interest. Our firm will deliver exceptional client service.

Confidentiality

We understand that managing money involves the analysis of our clients’ most personal information. In revealing this information, clients trust us to exercise the utmost care in safeguarding all data and communications. One of the advantages of a small firm is the ability to truly limit the number of people who have access to our clients’ personal information. Confidentiality is at the core of all aspects of our client relationships.