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JBA Wealth Management Group

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Fort Collins, CO
JBA Wealth Management Group

The professionals at JBA are committed to providing individualized financial planning advice for eac

Our philosophy at JBA Wealth Management group is centered around helping our clients work toward their financial goals and dreams by seeking to better position investment performance, reduce tax inefficiencies, managing risk, and educating people about the numerous options in the investment and insurance space. With our clients, we use macro-economic financial planning approaches and look toward b

uilding lifelong relationships on a foundation of trust, integrity, and friendship. Services we offer include retirement planning, investments, college savings, 401(k) and IRA management, estate planning, annuities, life insurance, and disability insurance. Our professionals utilize a collaborative approach supported by diverse and rich sets of experience and credentials to provide robust service to our clientele. Together we can assist you in developing a financial plan in an effort to help generate wealth for your family that extends beyond account balances. We take pride in the fact we are a Certified B-Corp, working towards doing better by our employees, our community and our environment. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with JBA Wealth Management Group, Inc. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

03/09/2026

As the fast-moving events in the Middle East unfold, one indicator to keep an eye on is the sentiment of individual investors. Are they turning too bearish or too bullish? This may provide clues about whether individuals are reacting to the news.

03/03/2026

Did you know that Fed Chair Nominee Kevin Warsh was a member of the Federal Reserve Board of Governors from 2006 to 2011—a period marked by the Global Financial Crisis? His Senate confirmation process will start soon, so it’s time to start to recognize the name!

02/24/2026

Just over 50 percent of homeowners still have mortgages with rates under 4 percent. But that number has been trending lower, especially in the past year. Are you thinking about making a change?

02/09/2026

Over the next decade, women are set to control up to $30 trillion in financial assets. But wage gaps, caregiving responsibilities, and life changes like divorce can all impact long-term outcomes.

Women investors are doing things differently—trading less, thinking long-term, and staying curious. This isn’t about catching up. It’s about moving forward with confidence.

Let’s talk about what’s next.

Source: Transamericacenter.org, 2021.

01/27/2026

Warren Buffett stepped down as CEO on January 1, 2026, but we can only hope he shares more words of wisdom.

01/13/2026

In early February, don’t be surprised if you feel like you've "gone back to the future" with talk once again of a government shutdown. Investors should expect some stock market volatility in the weeks ahead as Congressional leaders start to show support—or form opposition—to the new funding proposals.

12/31/2025

Wow! It’s the New Year already, can you believe it?

Do you have any New Year’s resolutions? Is the goal of getting your finances in order part of your resolution?

Finances can be overwhelming, especially when that’s on your mind at the start of this New Year! Our firm is available to help with retirement, estate, and investment.

Comment the word “Ready!” to get started today or send us a DM.

12/15/2025

🚀 Big News for Your 2026 Retirement Plans! 🚀

The IRS announced new contribution limits for 2026 in November, and there's a lot to look forward to! Here's a quick breakdown:

🔹 401(k), 403(b), 457 Plans & TSP: Contribution limit increased to $24,500 (up from $23,500 in 2025). If you're 50 or older, you can contribute up to $32,500 annually!

🔹 IRA Contributions: Limit increased to $7,500. Catch-up contributions for those 50 and older are now $1,100.

🔹 Roth IRA & Saver’s Credit: Income phase-out ranges have increased, making it easier to qualify and maximize your savings.

🔹 SIMPLE Accounts: Contribution limit up to $17,000, with higher limits for certain accounts.

🔹 Medicare Part B: Monthly premiums will rise to $202.90, impacting how much of your Social Security COLA you'll see.

Stay up-to-date with details about your retirement savings! For full details, check out Notice 2025-67 on the IRS website.

With most retirement accounts, once you reach age 73, you must begin taking required minimum distributions. Roth accounts are the exception. Withdrawal penalties may apply if you take the money before age 59½. Roth IRA distributions must meet a 5-year holding requirement and occur after the account holder reaches age 59½.

Sources:
IRS.gov, November 13, 2025
CNBC, November 17, 2025

12/08/2025

Job creation at small firms has come to a halt. Firms with fewer than 50 employees lost 120,000 jobs during the first two weeks of November. If the Fed cuts short-term interest rates, will that solve small businesses' job problems overnight? No, but it might be a step in the right direction.

12/01/2025

The holidays are a time for warmth and connection with you and your loved ones. However, sometimes the conversation turns to money. Here are some things to consider.

11/22/2025

There is always something to worry about when investing. In fact, there’s even a saying about it. “Wall Street climbs a wall of worry.” Some people believe, “I’ll wait until it all gets resolved.” But remember, those were the same people who in the Spring suggested, “I’m going to the sidelines until the tariff issue gets resolved.” Since May, stock prices have advanced for six consecutive months, despite unresolved tariff issues.

11/05/2025

When your founding partner celebrates 50 YEARS in the business, you bomb his office with 500 balloons! Congrats Dan!!!

Address

1136 E Stuart St Ste 2100
Fort Collins, CO
80525

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+19702231922

Website

http://www.jbawealth.com/

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Our Story

Our philosophy at JBA Wealth Management group is centered around helping our clients work toward achieving their financial goals and dreams by aiming to maximize investment performance, eliminating tax inefficiencies, managing risk, and educating people about the numerous options in the investment and insurance space. With our clients, we use macro-economic financial planning approaches and look toward building lifelong relationships on a foundation of trust, integrity, and friendship. Services we offer include retirement planning, investments, college savings, 401(k) and IRA management, estate planning, annuities, life insurance, and disability insurance. Our professionals utilize a collaborative approach supported by diverse and rich sets of experience and credentials to provide superior service to our clientele. Together we can assist you in developing a financial plan, in effort to generate wealth for your family that extends beyond account balances. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration.

Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. For a list of states in which we are registered to do business, please visit: www.jbawealth.com. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA (www.finra.org) /SIPC (www.sipc.org).

Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.