Jonathan’s background is blend of a liberal arts education and over twenty years of professional experience in investment analysis and management. This blend enables him to bring a high level of technical expertise to planning and investing activities, as well as a focus on the big picture, investing behavior, and open communication.
Jonathan’s experience includes managing assets for two of the country’s largest mutual fund firms, Franklin Templeton Investments and Capital Group Companies, manager of the American Funds. In each of these roles, Jonathan was directly responsible for managing over $1 billion of client assets through a variety of economic and market environments.
In 2014, Jonathan transitioned from mutual fund management to goal-based planning and investing for individuals and institutions as a wealth manager. Prior to founding DWM, Jonathan served as Financial Advisor and Chief Investment Officer with Genovese Burford & Brothers, a wealth management firm, where he was responsible for leading the firm’s investment process and advising clients.
Outside of work, Jonathan enjoys volunteering in his community, most recently as a board member with Friends of Sacramento Arts, in various capacities with the American River Parkway Foundation (ARPF), and with his children’s schools. He enjoys exploring new hikes in the foothills and Tahoe, traveling with his children (it’s true), jogging and cycling on the American River trails, Sac Republic soccer, and teaching teenage children how to drive (false).
Our goal-based planning and investing process fosters understanding of your entire financial picture, increases alignment, and can reduce anxiety. We help develop your goals, identify opportunities and vulnerabilities in your plan, and recommend clear strategies designed to put you on a path to success. Our “no-nonsense” investment portfolios are transparent and can help you invest with confidence.
We pay attention. We monitor and manage investments attentively on your behalf, and we communicate clearly to keep you informed. We take time-intensive research, management, and administration off your plate so you can focus on what matters most to you.
We help you wield the knowledge, patience, and discipline to invest confidently and to stay focused on your path to financial freedom. To us, financial freedom means an expanded set of opportunities in life. Our ultimate goal is to partner with you to expand your financial freedom to the fullest extent possible.
We are fiercely independent. We do not accept compensation from third parties to promote investment products, and we value our open investment platform. We offer objective advice and work for you as fiduciaries, placing your interests first.
We earn our fees based on a percentage of our clients’ assets under our advisement, not from trading activity or promoting particular products. As a result, when you do better, we do better. Our incentives are aligned with your success.
We strive to have a measurable, positive impact on our clients’ lives and in our community. Our goal is to help you expand your financial freedom, and to empower you with education and sound advice. We affirm our commitment to strengthening our community with our time and resources.
Integrity in all things. We are committed to the highest standards of ethical conduct, transparency, and accountability. Trust takes years to earn, and seconds to lose. We are grateful for your trust.