At Silver Cedar Wealth Management, our mission of providing independent, forward-thinking advice that aligns with our clients’ goals, is at the heart of everything we do.
MBA, CIM
Wealth Advisor
Jordan has been helping clients navigate complex financial decisions for over ten years. As a fiduciary, he prides himself on putting his clients’ best interests first and enjoys building meaningful relationships. Jordan earned a BA from Concordia University and an MBA from Tel Aviv University. He promises two things to all of his clients: to use his extensive financial knowledge to manage their wealth wisely and proactively, and to provide exceptional service every single time.
Your financial plan is the strong foundation for financial success. We work closely with you to create a plan that suits your circumstances and goals. Any time there are changes to your life and financial goals, we will update your plan accordingly.
Every financial decision you make will affect your future wealth and legacy. As your dedicated advisor, we manage your investments and give personalized, expert advice to help you make prudent financial decisions.
We see all our clients, not as investment portfolios, but as people who we want to see succeed. That is why we take the time to thoroughly explain all of our recommendations and help you to increase your financial literacy. Client education is at the heart of what we do; we want to help you understand your investments so you can make informed decisions.
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