Broker Check

Who We Are
About Narra Wealth Management

A Look Into Our Process

A Look Into Our Process

We are committed to providing a personalized and holistic approach to financial advisory services, helping every client to feel valued and supported on their financial journey.

Step 1:
Initial Interview 

We begin with an initial interview to get to know you better, understanding your goals, pain points, dreams, and gifting aspirations.

Step 2:
Goal Assessment

During this stage, we delve deeper into what you aim to accomplish, identifying your financial objectives and priorities.

Step 3:
Behavioral Finance Survey & Risk Tolerance Questionnaire

We conduct a survey on behavioral finance and a risk tolerance questionnaire to tailor our approach to your specific needs and preferences.

Step 4:
Financial Data Analysis 

After gathering the necessary information, we import any financial data you provide. We then analyze how your assets align with your stated goals.

Step 5:
Expectation Setting

Finally, we set expectations for our engagement, discussing how often and what types of information you prefer to receive. Whether you desire detailed reports or a general overview, we adapt our communication style to match your experience and preferences.

Committed To Comprehensive Care

Committed To Comprehensive Care

At Narra Wealth Management, our mission is centered around the principle of Cura Personalis – care for the whole person. We believe in putting people first, recognizing that while performance numbers are important, clients want to feel cared for, have their needs met, and know that their concerns are heard. With this philosophy, we have consistently gone above and beyond for our clients, valuing the trust they place in us. This high-trust position deserves a concierge approach, establishing personalized attention and service.

Led By Our Guiding Principles

Our core values of honesty, empathy, and collaboration guide every interaction and decision. We strive to foster an environment where transparency is paramount, understanding each client's unique perspective and working together to achieve their financial goals.

Meet Jan, Our Founder&#160;<br/><sup>President &#38; Financial Advisor</sup>

Meet Jan, Our Founder 
President & Financial Advisor

I am the President and Financial Advisor at Narra Wealth Management, where I have the privilege of leading a firm that embodies my dual mission. With over 18 years in the financial services industry, my career has predominantly been centered around high-net-worth/private client interactions and advanced planning strategies. This specialized training and experience have allowed me to excel, but my passion extends beyond servicing high-net-worth families. I am equally committed to guiding those who are just beginning to build their wealth, leveraging my experience to teach and inspire them to achieve their financial aspirations.

Contact Us 
We Want to Hear
From You

Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.

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