Let's move forward. Together.

J-Squared Wealth Management Group Profile Photo

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Young family at the beach

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • John Williams Profile Photo

    John Williams

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • DC
    • FL
    • GA
    • MA
    • MD
    • MN
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • VA
    • WA

    I began my career in 1981 during what seemed to be one of the most tumultuous periods in the markets on record.  I have learned over the years that the current moment in time and the market actions of any given "today" represent the most tumultuous events to clients.  It's about living in the moment.

    I feel that my thirty-eight years of experience allow me to share insight with clients that is not easily found.  I have witnessed business cycles, bubbles, and inexplicable phenomenons - all which lead to very difficult markets.

    It is during these troubling times that I feel it is my responsibility to help my clients prevent making financial decisions that will be detrimental to their long term goals.  We work with clients to develop a detailed, written financial plan, which identifies both long-term and short-term investment solutions tailored to individual needs.  This helps navigate through the variety of market headlines, rumors, fear, and volatility which can lead to poor investment decisions.

    On a personal note, I am a resident of Paoli and serve on a board of a local private school that specializes in chldren with learning differences.  I am an avid golfer, love music, enjoy the beach, and I cherish time with my family.

     

          101 West Elm Street
          Suite 200
          Conshohocken, PA 19428
        • John Weilnau Profile Photo

          John Weilnau, CFP, CIMA

          Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • DC
          • FL
          • GA
          • IL
          • MA
          • MD
          • MN
          • NC
          • NJ
          • NY
          • OH
          • PA
          • TX
          • VA
          • WA

          As a child, I wanted to be an FBI agent when I grew up. While I'm certain the career was romanticized in cartoons and comics, I also felt this underlying force or duty that pushed me toward helping those who have been harmed or have the potential to be harmed by others.  This childhood dream may not have been fulfilled, but the passion of keeping other people safe remains in the forefront of my daily activities.

          The real world may not be filled with supervillains and criminal masterminds, but there are a variety of financial dangers that the average investor faces. Predatory insurance salesmen and inattentive asset managers take advantage of unsuspecting clients far too often.  I feel it is my duty to be completely transparent and ensure investors understand how they are invested and why. 

          With the growing popularity of robo-advisors and self-directed ETF accounts, many investors may feel that they are better off paying slightly lower fees and running their own investment program. As a subscriber to the growing field of Behavioral Finance, I have concerns that a low-cost, DIY mentality still cannot circumvent the behavioral biases that we as humans face.  Whether we succumb to loss aversion, self-attribution bias, or familiarity bias, an ill-timed, emotion-based trade can wreak havoc on a portfolio. 

          It is extremely important that investment decisions are considered in relation to a more strategic financial plan. As a CERTIFIED FINANCIAL PLANNER™, I help individuals create meaningful, written financial plans to chart out future goals.  With the context of this plan-based framework, daily market fluctuations are less likely to create negative emotional responses which could otherwise lead to poor trading decisions. 

          Helping individuals overcome financial dangers through transparency, education, and planning is the driving force behind the work that my team and I do each day. 

           

            • Miami University, Magna Cum Laude
            • Middlebury College, M.A. in Russian Language
            • CERTIFIED FINANCIAL PLANNER™
            • Certified Investment Management Analyst®
            101 West Elm Street
            Suite 200
            Conshohocken, PA 19428

          The Year Ahead - Sustainable Investing

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager