Welcome to the web site of wealth manager James Bresnahan and JB Wealth Management, LLC, a Registered Investment Advisor firm. We invite you to explore our system of achieving lasting financial wealth and fulfillment.

Where do you want to go?

Financial Planning

Medicare Plans

Living Trusts

Life Insurance

6% Return

Comparison Shop

References

Book
                                                                                                                            
blog.jbresnahan.com 

Financial Wellness Book - LinkedIn Group

Contact Us

In addition to being an investor for twenty-plus years and being an accredited investor, James has run four successful companies since receiving his Finance and MBA degrees.

As president of JB Wealth Management, he is fully registered and licensed in Texas as an investment advisor representative and as an insurance professional.
 
What all this means is that as your financial adviser, he can help with investing, financial planning, retirement planning, estate planning (such as Living Trusts), life insurance, and Medicare insurance plans.

"Complete family financial planning can be found here!"

James resides in McKinney, TX with his wife and three children. Two of his main interests outside of family and work are personal improvement and service.

James serves as a member of Rotary, the McKinney Chamber, and Leadership McKinney. His book "Financial Wellness, The Guide to Financial Security, Growth, Preservation and Fulfillment" can be ordered here:

Financial Wellness Book

An hour long seminar on Financial Wellness is available for your group, or organization. Contact us for more information.