J. MANDWELLE CAPITAL MANAGEMENT
Wealth Management, Tax, and Estate Planning Advisors*
*Investment results are not guaranteed by J. Mandwelle Capital Management, it's affiliates or any financial institution,
nor insured against investment loss by FDIC or SIPC. Investments could lose value.
At J. Mandwelle Capital Management, we're here to assist our clients with their retirement and estate planning. We do business the old fashioned way: one-on-one, face-to-face, and one client at a time. We take the time to review critical client documents, and if we identify areas that could be improved, we will recommend more efficient strategies to reduce and/or eliminate unintended consequences that could arise. You've worked hard to set aside money for your future, and we want to ensure that you understand the true cost of investing. With our fee-based service, there are no hidden fees and costs, and we will fully disclose them to you. No investment is too big or too small for J. Mandwelle Capital Management.
"Doing business the old fashioned way: One-on-One, Face-to-Face, One Client at a Time."
Jonathan Mandwelle is the founder, CEO and Chief Compliance Officer of J. Mandwelle Capital Management Strategies, LLC. He is a Certified Public Accountant and holds masters degrees in both taxation and accounting. As one of the firm's Investment Advisor Representative's and a recognized expert in the field of taxation for individuals, his expertise is in investment management for individuals, fiduciaries, and retirement plans. Jon designs, implements and monitors comprehensive estate planning for clients having net worth of $2.5 million or less.
Connie Walsh-Toler is an Investment Advisor Representative for J. Mandwelle Capital Management. She holds two masters in education, and is a retired business teacher. Based on each client's individual situation and goals, Connie develops personalized investment plans for her clients using primarily low-cost, highly-rated, and highly-diversified ETFs, as well as Mutual Funds, Bonds and CDs. Her personal experience with investment vehicles including IRA, Roth IRA, 401K, 529, and 403B, allow her to provide a holistic approach to developing an investment plan that is best suited for each client. For educators still building their personal wealth and security, she specializes in identifying and providing lower cost alternatives for 403B investors. Connie works with clients that wish to invest $1 million or less, and clients that want their investments to occur on a weekly, bi-weekly or monthly basis.