THE PERSONAL WEALTH COACH®
THE PERSONAL WEALTH COACH®
THE PERSONAL WEALTH COACH®
THE PERSONAL WEALTH COACH®
James P. Owen
The Personal Wealth Coach offers personalized financial coaching that empowers individuals to manage their finances effectively. With a focus on budgeting, investment, & wealth-building strategies, our experienced coaches help clients achieve long-term financial goals through customized plans & regular consultations. TPWC emphasizes education & accountability, fostering sustainable wealth growth & financial independence.
We adhere to a specific set of standards for designing and maintaining our clients’ portfolios, treating each one as a unique entity tailored to individual needs and desires. Our approach accommodates various constraints, suchas employer-sponsored retirement plan limitations and clients’ existing investments with liquidation restrictions. Each portfolio is designed basedon principles from Portfolio Selection (The Journal of Finance, 1952) and Pareto’s Rule, with regular observation and reevaluation.
In 2007, Jeff and Jake McClure established The Personal Wealth Coach to provide unbiased, fee-based fiduciary advice and investment management to clients. Our team at The Personal Wealth Coach consists of experienced financial coaches dedicated to guiding clients on their wealth-building journeys. With diverse expertise in finance and personal development, they focus on education and accountability, fostering a supportive environment that inspires confidence and achievement in financial goals.
