How Risky Is your Portfolio ?
Capture your risk tolerance and see if your portfolio fits you
How we can help
For many people, their problem isn’t a lack of financial options—it’s the lack of an integrated game plan to pull it all together. That’s where Jalinski Advisory Group can help. As The Financial QuarterbackTM, we provide clients with a coordinated view of all their financial choices to help them make sound decisions. The result is a unified game plan focused on growing wealth and protecting it from unnecessary taxes, fees and risks.
Professional Approach
We act as a macro-manager, organizing our clients’ financial lives and enabling them to view all of their financial decisions in a holistic context. We don’t sell proprietary financial products or hold clients’ assets, so we are independent and disclose conflicts of interest.
Certified Experience
Josh Jalinski has been a Five Star Wealth Manager in 2012 – 2015. He was named an Advisor of the Year by Senior Market Advisor magazine in August 2010 and was chosen for the Top of the Million Dollar Round Table, an association of financial professionals.
Committed to Quality
We strive to align our approach with our clients’ needs, preferences and values—to potentially create financial game plans designed for enduring stability, optimal performance and protection against unnecessary risk.
Fiduciary and Fee-Based Financial Plans Offered Through Wealth Quarterback, LLC
Wealth Quarterback, LLC is a Registered Investment Advisor dedicated to helping clients maximize wealth and minimize factors such as taxes and undue risk. Our team of experienced industry veterans, with decades of experience in the financial services industry, provides families, high-net-worth individuals, corporations, endowments and foundations with trusted advice, personalized service and experienced decision-making.