Greater East Bay financial planning firm JWM Wealth Management announces today that the business is officially changing its name to Best Financial Life.
“I am so excited about the introduction of our new identity,” says founder and principal Joe Morgan. “The transition to Best Financial Life allows us a better representation of the unique processes and the journey we take with our clients. And more specifically, our niche of women. Women who manage the household finances, women who seek financial clarity, and women who have become frustrated with Wall Street.”
Ever since his transition from a 25-year career on the corporate side, managing money for some of the country’s largest foundations, endowments, and corporations, Joe has helped numerous individuals and families find true financial fulfillment. Not by focusing on specific products, services, or optimizing a single decision, but by creating a comfortable environment and coaching them on how to find their ultimate path to success over a lifetime.
“Creatively, we wanted the symbolization of our personal and steadfast commitment to helping each client maintain success in reaching all of their goals no matter what ups and downs life throws at them.”
It’s not just a holistic approach that makes Best Financial Life unique, but also the flat-fee structure, which allows Morgan to serve clients in a fundamentally different way. This structure provides unlimited access, enabling customers to fully understand their options at every decision point before taking the next steps.
“Our dynamic new name and logo showcases the questions we uncover, the thought-provoking conversations we have, and, most importantly, the commitment to oneself in order to make the journey,” Morgan adds. “It demonstrates that with the right guidance, anyone can navigate their deserved path to clarity, control, and intention in their financial landscape.