About Us

Jubas Tax & Wealth Management provides tax-focused investment management for affluent business owners, retirees and other investors.

Our goal is to provide you with a fully-integrated suite of services combining financial planning, investment performance, risk management, and tax services.

We customize your financial solutions based on your financial goals, timelines, and risk tolerance. We also know these needs can change over time, which is why we have periodic touchpoints to ensure we’re always current with your financial picture. You benefit from our “one-stop-shop” approach because we're a CPA and a financial advisor in one, versus having separate relationships.

Everything we do is through the lenses of investment performance, risk and taxes. People and most investment advisors tend to consider one or two of those factors. The real value is added when you don’t lose track of any of them.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

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