Welcome to JATAJ Wealth Management

Where the Science of Investing Meets the Art of Living

Are You Taking Too Much Risk In Your Current Portfolio?


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

Investment success occurs when your money is invested in such a way that it is aligned with your values and goals.

There is no one “correct” way to invest for all clients.

The only “correct” way is to invest your money is in such a way that it reflects who you are and helps you reach your goals.

Great investment strategies require a combination of 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 art of living and science of investing gives us the best possible opportunity for your investment success.


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 — we partner with our clients to provide professional investment advice in alignment with their vision of their life.

We also provide a high level of service to each of our clients which limits the number of clients we can work with.

Currently we are accepting new clients.

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 to determine if our firm is best suited for your needs.

608-219-0113 or


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

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