JPC WEALTH MANAGEMENT, INC.

Overview

JPC Wealth Management, Inc. is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individual and family clients, as well as small business owners. The firm operates on a mixed fee schedule that includes a percentage-of-AUM component plus the option for hourly or fixed-fee engagements, reflecting a blend of ongoing investment management and project-based planning work. Since its SEC registration in 2002, the advisor has concentrated its managed assets primarily in publicly offered pooled vehicles—mutual funds and other public funds—while supplementing portfolios with annuities and occasional access to third-party real estate strategies. The firm is not positioned as an institutional capital allocator or pension consultant and does not present itself as an active ESG investor. It manages client relationships on a discretionary basis, which permits the firm to implement and rebalance portfolios without seeking client approval for each trade. Custody and execution are centralized with a single primary custodian, supporting operational simplicity and reporting consistency.

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