Money management doesn't have to be complicated.

In fact, at JATAJ Wealth Management we excel at turning the complex into transparent and easy to understand information.

If you're looking for an advisor you can trust, who has experience and expertise, who values you and your success in life, not just with your money, then you've come to the right place.....


Where the Science of Investing Meets the Art of Living


Our Clients Are:

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

The Benefits Of Working With Us, In A Nutshell:

  • We Operate As Fee-Only. No product sales; no commissions; we get paid only by our clients.
  • We Are Fiduciaries. We are legally bound to put your interests before ours -- stockbrokers and insurance agents are not held to this standard.
  • We Are A High Tech Virtual Firm. We can work with you regardless of where you live (in the US).
  • You Benefit From Our Experience, Expertise, and Passion For What We Do Every Day!

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.

We are proud to say we have been approved to use Dimensional Fund Advisors (DFA) funds for our client portfolios.

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

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 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. We can serve clients anywhere in the United States.)

Meet Janet Tyler Johnson, CFP®


Janet wants you to live your authentic life.

In addition to being the author of the book Finding Financial Fulfillment, for a Life Filled with Money and Meaning and her forthcoming book, Corporate Hostage, No More!, Janet is a CFP® professional, an investment advisor, a coach/mentor, a podcast host (Corporate Hostage, No More! on iTunes and Stitcher Radio) and an expert in helping people live extraordinary lives.

She has been a Certified Financial Planner® professional since 1988 and has worked in the financial services industry for over 30 years. She looks so young, doesn't she? (Ha ha -- She's young at heart!)

Prior to founding her own business in 2005, Janet ran the financial planning and investment management division of the country’s 12th largest CPA firm.

She left that firm when she discovered that, after climbing the ladder to success, her ladder was propped up against the wrong building! While being incredibly successful in corporate America, in her heart she was an entrepreneur, and building businesses as an employee for other people didn’t allow her the freedom and creativity that she craved.

Janet has a deep knowledge of all things money, and a passion for helping people live lives that only few imagine. Her mission in life is to help you live the life of your dreams, just like she is doing.

In addition to Janet’s extensive expertise in the money arena, she also holds a Bachelor’s of Science Degree in Metaphysics.

Janet is a sought after speaker and provides mentoring programs through JATAJ Life Planning, LLC. For more information, see her website at

To Schedule a 60-Minute Complimentary Consultation with Janet


Check Out Janet's Podcast Show -- Available on iTunes or at

Check Out Janet's Money YOU Podcast Show -- Available at

Contact Us:

JATAJ Wealth Management

Janet Tyler Johnson, President

844-44JATAJ (844-445-2825)

[email protected]