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Our Team

We speak with a clear voice, one that calls for efficient wealth management. We take the essential elements of an effective wealth management strategy, from investment and estate planning to tax and charitable giving, and integrate them into one clear plan. Our goal: to determine your objective and needs, and work with you to develop the appropriate solutions to meet them.

It’s the core of what we do. And it comes down to knowing when to listen, and when to act.

 

We want to hear from you!

Montgomery

866.676.2701
info@jt-am.com
200 Commerce Street
Suite 300
Montgomery, AL 36104
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Dothan

334.793.7001
info@jt-am.com
304 Jamestown Boulevard
Dothan, AL 36301
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