North America
USA, Canada, Mexico
Your Success Is Our Success
Your Wealth Transcends Finances. Our Objective Transcends Wealth Management.
At JBI Wealth, we understand that true wealth extends far beyond financial assets. It encompasses your legacy, your values, and the impact you seek to make on the world. We exist to help you build every aspect of your wealth.
Our story began in 1964, when founder James B. Isaacson recognized the need for wealth management that adapts to each client’s circumstances and aspirations while embracing technology to deliver better outcomes.
Seasoned wealth managers, investment specialists, and estate planning professionals collaborate to bring a holistic, multidisciplinary perspective to the complexities of your financial life.
Advanced analytics and machine learning help our team monitor market trends, portfolio performance, and emerging opportunities. At JBI Wealth, we are redefining holistic wealth management.
Firm Overview
We Build Every Aspect of Your Wealth
Our reach reflects the global lives, businesses, and ambitions of the families we serve.
Europe
UK, Germany, France, Switzerland
Asia
China, India, Japan, Southeast Asia
South America
Brazil, Argentina, Chile
Middle East & Africa
UAE, South Africa, Egypt
Our Core Values
The Principles Behind Every Partnership
Trust
Confidence is earned through consistency, transparency, and an unwavering commitment to every client.
Family
We help families prepare for generational wealth transfer through thoughtful planning and guided education.
Generational Wealth
Every decision considers the people, purposes, and possibilities that extend beyond one lifetime.
Legacy
We connect financial strategy to the enduring impact you want to create in your family and community.
Technology
Redefine Holistic Wealth Management
Innovative investment solutions and personalized financial guidance come together to support long-term success, sustainable growth, and a clearer view of your financial world.
Explore Our SolutionsMeet Our Team
Our People
Experienced specialists work together to provide a coordinated, multidisciplinary approach to your financial life.
Margaret Wright
Senior Financial Advisor
JBI Wealth
Nash McCullough
President & CEO
JBI Wealth
Hana Woodward
Director of Wealth Strategy
JBI Wealth
Harlan Cabrera
Director of Investment Strategy
JBI WealthMeet JBI Wealth
Digitally Empowered Wealth Management Across Generations
We take the heavy lifting out of investment management while staying grounded in integrity, focus, passion, and community.
Technology-Led
Our digital platforms provide timely access to financial information, helping advisors and clients make informed decisions.
A Step Ahead
Strategies adapt to the distinct needs of each generation, from emerging professionals to established family stewards.
Community First
Philanthropy, collaboration, and shared values remain central to how we define meaningful wealth.
Exclusive Industry Access
Deep relationships can help clients discover differentiated investments and coordinate complex financial objectives.
Our History
Our Evolution
Journey through the milestones that have shaped JBI Wealth Management.
- 1964
A Vision Begins
James B. Isaacson founds JBI Wealth, blending personalized strategies with innovative technology.
- 1980s
Embracing Technology
The firm integrates advanced analytics to provide clients with deeper investment insight.
- 1990s
Going Global
JBI Wealth expands internationally into financial hubs including London, Tokyo, and Zurich.
- 2008
A Pillar of Stability
Transparent practices and a disciplined focus on risk management guide clients through the financial crisis.
- 2020
AI-Driven Wealth
A proprietary platform brings machine learning and real-time insight into personalized wealth strategy.
- 2025
Redefining Wealth
JBI Wealth continues helping families connect financial progress with purpose across generations.
Corporate Responsibility
Making the World Better Through Wealth
We invest our time, resources, and expertise in the communities that make our work possible.
Initiatives
We invest in our communities and partner with local organizations to develop creative solutions for neighborhood needs.
Strengthening Communities
JBI Wealth has deployed nearly $324.5 million in global philanthropic and business investments, while employees have volunteered approximately 468,000 hours.
Environmental Sustainability
Our scale and expertise help us manage environmental risks while pursuing opportunities that support a more sustainable global economy.