From Planning
to Prosperity

Your Valued Partner in Financial Services

Financial Freedom, Designed Around You

As 360° view for your Customized Solutions, we serve as your single point of contact, offering comprehensive and holistic options for every aspect of your financial life.

Uncover the full potential of your financial future.

Begin your journey with our Discovery & Analysis phase, where we assess your financial landscape. Our thorough examination of your goals, personal financial inventory, and insurance, coupled with investment analysis, lays the groundwork for a robust plan tailored to your life’s blueprint.
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Your finances at your fingertips, efficient and hassle-free.

We redefine convenience with our Efficient & Convenient services. Experience paperless processing, rapid support, and the freedom of 24/7 account access to keep you connected and in control of your financial decisions anytime, anywhere.
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Advance your financial ambitions with our customized, cutting-edge solutions.

Our Specialized Services are crafted to refine and enhance your financial strategy. Benefit from bespoke lending facilities tailored to your goals, along with strategic cash management options that maximize your financial fluidity and efficiency.
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360°
Remote Financial Advice



Embrace modern needs from the comfort of your own home with Remote360° Advice. Through video calls, we provide the quality assistance you need without taking up your valuable time.

+176
Years of Financial Mastery


Bringing together the wealth of knowledge from JB WEALTH and our financial partners, we are dedicated to supporting our clients' financial journeys with exceptional service and unwavering commitment.

100%
Client-Centric Philosophy


With your best interests in mind, we will consistently provide you with financial sound advice, not just for today, but for your future as well.

What makes us different?

Unified Financial Oversight
Tailored and Unbiased Advice
Proven Financial Guidance
Comprehensive 360° Financial Insight

We believe in doing things we’re passionate about.

Experience the seamless integration of planning, investments, and insurance under a single advisor. Our approach simplifies financial management, making it more intuitive and less stressful. We prioritize your peace of mind by ensuring that all strategic decisions arealigned, providing you with a sense of security and confidence.
Single Point of Contact.
Coordinated Strategy Execution.
Simplified Financial Navigation.

Your financial success is our sole focus, untainted by external affiliations.

Benefit from truly independent advice,uniquely tailored to your individual financial circumstances. We are committed to providing recommendations that serve your best interests and are free from external influences. This approach fosters trust and ensures our strategiesperfectly align with your goals. 
Personalized Financial Plans.
Conflict-Free Recommendations.
Trust-Based Client Relationships.

Secure your future with our time-tested strategies that thrive through market shifts.

Navigate the complexities of the financial world with seasoned professionals who have successfully guided clients through numerous economic cycles. Our profound knowledge and adaptive strategies assure financial resilience, providing stability and growth regardless of market conditions.
Experienced Economic Navigation.
Adaptive Investment Strategies.
Long-Term Financial Security.

Empower yourself with extensive clarity and control over your financial destiny using our comprehensive 360° approach.

Embrace our 360° Financial Advice modelthat offers a comprehensive overview of your financial health, providing you with a sense of confidence. By integrating all aspects of your finances, we ensure that every decision is not just informed, but also strategically sound, thereby aiming to maximize your potential for financial success.
All-Inclusive financial review.
Integrated planning and insurance.
Strategic Decision-Making support.

Meet Our Professionals

Jose Rodriguez
Financial Professional
Partner & Chief Executive Officer
Meet Jose
Ezequiel Bronzel
Financial Professional
Partner
Meet Ezequiel
Agostina Marmol
Client Relationship & Marketing
Associate
Meet Agostina
Galo Montacuto
Financial Professional
Associate
Meet Galo

Blog Posts

Give the Gift of Life Insurance

Celebrate Life's Big Moments with a Thoughtful Gift Discover why gifting a permanent life insurance policy is the perfect way to celebrate life's big moments like birthdays, graduations, and weddings. This thoughtful gift not only provides lifetime death benefit protection but also the potential for cash value accumulation, helping your loved ones achieve future financial goals such as funding education, buying a home, paying for a wedding, or starting a new business. Schedule a phone appointment today to discuss the best options for your loved ones.

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How Inflation Can Impact Your Retirement

Understanding and Mitigating Its Effects Discover how inflation can significantly impact your retirement plans and learn effective strategies to protect your retirement income. This article provides insights into the importance of planning for inflation and offers sound advice from JB WEALTH, LLC on selecting the appropriate annuity products with inflation protection. Aiming to ensure your financial independence by scheduling a phone appointment through our website today.

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The Importance of Tax Diversification in Retirement Planning

Strive to Maximize Your Income and Minimize Taxes: Discover how tax diversification can significantly enhance your retirement planning. By strategically spreading your retirement savings across taxable, tax-deferred, and tax-free accounts, you can manage your taxable income effectively and reduce your tax burden. Learn the benefits of incorporating permanent life insurance into your retirement strategy, and find out how JB WEALTH, LLC can help you design your retirement income for a more prosperous future. Schedule a phone appointment today to get started.

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Get in touch

Our friendly team would love to hear from you.

Email

connect@jbwealthfinancial.com

Phone

+1 (407) 701-7153
+1 (305) 299-4448

Office

121 Alhambra Plaza, Ste 1405, Coral Gables, FL 33134


Check the background of your financial professional on FINRA's BrokerCheck. 

A vibrant market is at its best when it works for everyone | FINRA.org

SIPC - Securities Investor Protection Corporation

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Jose Rodriguez Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, and a member of the Principal® Financial Network.

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