Where the Science of Investing Meets the Art of Living

To Schedule a 60-Minute Complimentary Consultation


Our Philosphy

At JATAJ Wealth Management, we help clients achieve investment success by blending both the Art and Science of Investing.

Experience has shown us that investment success occurs when great investment strategies are employed  in such a way that they are aligned with your values and goals.

Great investment strategies require a combination of both art and science.

The art part is derived from getting to know you — what’s important to you in life, what you want your money to do for you, what your goals and dreams are. We specializing in helping people live fulfilling and prosperous lives.

The science part comes from knowing that ongoing academic research will provide us with answers on how to put together investment portfolios that have the highest chance of investment success.

We don’t rely on opinions as to which investments will do better than others.

We rely on science — academic research that has resulted in brilliant people winning Nobel Prizes for their exhaustive study of markets and investment performance.

The blending of the Science of Investing and the Art of Living gives us the best possible opportunity for your investment success.


Our Clients Are:

  • Retirees
  • Soon To Be Retired
  • Small Business Owners
  • Corporate Hostages Who Want to Escape and Thrive

At JATAJ Wealth Management we forge long term relationships with our clients.

Our clients are either “Corporate Hostages” wanting to leave Corporate America to get paid well to do work they love, or they are already doing work they love, or they are retired. Most are professionals or former professionals, small business owners, and all would rather go about the business of living rather than manage their own investments.

That’s where we come in — when you become a client, we partner with you to provide professional financial planning and investment advice in alignment with your vision of your life.

We also provide a high level of service to each of our clients. We embrace and invest significantly in technology which allows us to work with you regardless of  where you are located in the U.S.

We believe strongly that if we want you to live your dreams, we must live ours, so JATAJ Wealth Management is set up as a virtual firm that can operate anywhere, anytime, from any place. Rather than having employees, we partner with virtual service providers in the U.S. that are the best of the best in providing administrative, accounting, and custodial services.

Real people, experts at what they do, will answer the phones and provide assistance, whenever needed. We will provide you with information on your accounts 24/7, 365 days a year and will hold meetings with you online, face to face, as often as you wish, through services such as Skype or Facetime.

If you are interested in living your dreams and using your money to serve you in that quest, contact us today to schedule a complimentary, one hour consultation with Janet Tyler Johnson, CFP®.

(JATAJ Wealth Management, LLC is a registered investment advisory firm registered in the State of Wisconsin.)


If this is you and you want more of these in your life, you've come to the right place.






To Schedule a 60-Minute Complimentary Consultation



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Contact Us:

JATAJ Wealth Management

Janet Tyler Johnson, President

844-44JATAJ (844-445-2825)

[email protected]