Your Partner
For six decades, we have been the trusted partner of choice for individuals
and families seeking to preserve, grow, and transform their wealth.
Your Success Is Our Success
Your Wealth Transcends Finances. Our Objective Transcends Wealth Management.
At JBI Wealth, we understand that true wealth extends far beyond the realm of financial assets. It encompasses your legacy, your values, and the indelible impact you seek to make on the world. We exist to help you build every aspect of your wealth.
For six decades, we have been the trusted partner of choice for individuals and families seeking to preserve, grow, and transform their wealth. Our story began in 1964 when our founder, James B. Isaacson, recognized the need for wealth management that adapts to the unique circumstances and aspirations of each client and leverages the latest technology to deliver better results. With this vision, JBI Wealth was born.
Our team of seasoned professionals, including certified wealth managers, investment specialists, and estate planning attorneys, work in collaboration to provide you with a holistic, multidisciplinary approach to managing the complexities of your financial life.
Central to our philosophy is the integration of cutting-edge technology into every aspect of our practice. Powered by advanced analytics and machine learning, our proprietary wealth management platform offers real-time insights into market trends, portfolio performance, and emerging opportunities. This enables us to make swift, informed decisions on your behalf, ensuring that your wealth is always working for you.
At JBI Wealth, we are redefining holistic wealth management.
Firm Overview
We Build Every Aspect of Your Wealth
At JBI Wealth, we understand that true wealth extends far beyond the realm of financial assets.
It encompasses your legacy, your values, and the indelible impact you seek to make on the world.
We exist to help you with all of it.
$45.0B
North America (USA, Canada, Mexico)
$25.2B
Europe (UK, Germany, France, Switzerland)
$18.8B
Asia (China, India, Japan, Southeast Asia)
$10.5B
South America (Brazil, Argentina, Chile)
$8.7B
Middle East & Africa (UAE, South Africa, Egypt)
Our core values
Our Community Insider
Become the Smartest Person in the Room.
Trust
Weekly insights from our Research Team discussing investment themes and what moved the
market this week.
Family
Prepare the next generational wealth transfer through
a guided education journey.
Generational Wealth
Weekly insights from our Research Team discussing investment themes and what
moved the market this week.
Legacy
Prepare the next generational wealth transfer through
a guided education journey.
philantrophy
Corporate Responsibility
Making the world a better place through wealth.
Initiatives
We invest in our communities and partner with local organizations to provide creative solutions that respond to neighborhood development needs.
Strengthening communities
JBI Wealth deployed nearly $324.5 million in global philanthropic and business investments, and employees volunteered approximately 468,000 hours in their communities.
Environmental sustainability
Our leading scale and expertise help us reduce environmental risks while generating new opportunities to create a more sustainable global economy.
technology
Redefine Holistic Wealth Management
We empower clients with innovative investment solutions and personalized financial guidance, fostering long-term success and sustainable growth through integrity, trust, and excellence. We offer a comprehensive suite of services, including Tailored Wealth Management, Sophisticated Investment Management, and Advisory Services with curated industry insights to ensure your investment success.
meet our team
Our People
Our team of seasoned professionals, including certified wealth managers, investment specialists, and
estate planning attorneys, work in collaboration to provide you with a holistic, multidisciplinary
approach to managing the complexities of your financial life.
Margaret Wright
Senior Financial Advisor
JBI Wealth
Nash McCullough
President & CEO
JBI Wealth
Hana Woodward
Director of Wealth Strategy
JBI Wealth
Harlan Cabrera
Director of Investment Strategy
JBI Wealth
Meet JBI Wealth
Digitally Empowered Wealth Management Across Generations
JBI Wealth builds deep and lasting relationships with clients by providing unparalleled advice and staying core to our values of integrity, focus, passion and community. JBI Wealth takes the “heavy lifting” out of investment management for our clients.
Technology-Led
At JBI Wealth Management, we use advanced technology to transform your financial journey. Our digital platforms offer real-time access to your data, enabling informed decisions anytime, anywhere.
A Step Ahead
We tailor our strategies to meet the distinct financial needs of each generation. From young professionals to retirees, our comprehensive approach ensures seamless wealth transfer and growth.
Community First
We are dedicated to making a positive impact through philanthropy and technology, fostering a collaborative community that shares your values and aspirations.
Exclusive Industry Access
Through industry connections, JBI Wealth offers exclusive access to top investments, helping you diversify your portfolio, secure your legacy, and achieve philanthropic goals.
our history
Our Evolution
Journey with us through the milestones that have shaped JBI Wealth Management.