At JN Wealth Strategies, we believe that true financial success is about more than just numbers, it's about helping you live a purposeful life filled with lasting memories.
We always put your interests first. Our approach combines strategic investment management with personalized financial planning to ensure every decision aligns with your unique values and goals. Here, you won't be passed around from advisor to advisor or feel like a small fish in a big pond. You'll always work directly with Jon Nee, who will take the time to answer your questions and build a solid plan so you walk away knowing your wealth is working the right way for your future.
Whether you're growing your wealth, navigating life transitions, or planning for future generations, our strategies are designed to adapt to your evolving needs. Our mission is simple yet powerful: Building Wealth. Preserving Legacy.
WELCOME
services
We focus on three core areas to help clients build and preserve wealth:
Financial
Planning
A clear, personalized roadmap for your wealth. Together, we look at your goals, your family's needs, and your unique situation to create a plan that works today and adapts for tomorrow.
Investment
Management
Our approach is straightforward: high-quality, individual equities and investment-grade bonds, not packaged mutual funds or ETFs. This gives you direct ownership and transparency while we tailor strategies to your goals.
Whether you're nearing retirement or already there, we'll help make sure your assets are positioned to support the lifestyle you've worked so hard for, while still protecting your legacy for the next generation.
Retirement
Planning
We work exclusively with high-net-worth families who value guidance and partnership. Our clients start with at least $1 million in investable assets and share one common thread: a deep care for their families and a desire for clarity when it comes to their financial future.
At JN Wealth Strategies, you'll never feel rushed. Every conversation goes as long as it needs to - so you leave with calm, clarity, and confidence.
Your wealth is unique. Your financial partnership should be, too. Take the first step toward building and preserving your family's legacy with a high-touch financial plan. Let's start the conversation.
who we serve
Meet jon nee
Wealth Advisor
Jon Nee
For more than 26 years, I've had the privilege of working with high-net-worth families as a Financial Advisor, Private Banker, and Wealth Advisor. Truthfully, it's all I've ever wanted to do.
Over the years, I've learned that wealth comes from many paths - hard work as a corporate executive, building a business, or receiving an inheritance. But no matter how it's built, managing wealth well takes careful strategy, a steady hand, and a lot of listening. My greatest joy is seeing the calmness in a client's face after a meeting - knowing they can move forward with clarity because we've addressed their questions and concerns.
Outside of work, my driving force is family. My wife and I have built our lives here in Charlotte since 1995, raising our two children and sharing countless memories with extended family nearby. Everything I do, both personally and professionally, is guided by the desire to create meaningful moments today and a sense of security for tomorrow.
For more than 26 years, I've had the privilege of working with high-net-worth families as a Financial Advisor, Private Banker, and Wealth Advisor. Truthfully, it's all I've ever wanted to do.
Over the years, I've learned that wealth comes from many paths - hard work as a corporate executive, building a business, or receiving an inheritance. But no matter how it's built, managing wealth well takes careful strategy, a steady hand, and a lot of listening. My greatest joy is seeing the calmness in a client's face after a meeting - knowing they can move forward with clarity because we've addressed their questions and concerns.
Outside of work, my driving force is family. My wife and I have built our lives here in Charlotte since 1995, raising our two children and sharing countless memories with extended family nearby. Everything I do, both personally and professionally, is guided by the desire to create meaningful moments today and a sense of security for tomorrow.
OUR PROCESS
At JN Wealth Strategies, you get the best of both worlds: the sophistication of big-firm strategies, delivered with the accessibility and personal care of a boutique wealth practice.
30 Minute Exploratory Call
30 Minute Exploratory Call
Planning
Meeting
Planning
Meeting
Recommendations
Meeting
Recommendations
Meeting
Ongoing Reviews & Updates
Ongoing Reviews
& Updates
The initial call lets us understand your financial goals and values, and allows you to learn about our approach. It's how we determine if we're a good fit to work together.
The initial call lets us understand your financial goals and values, and allows you to learn about our approach. It's how we determine if we're a good fit to work together.
We'll take all the time needed to fully understand your unique financial situation. This is where we gather information about your goals, concerns, and any major financial changes you anticipate.
We'll take all the time needed to fully understand your unique financial situation. This is where we gather information about your goals, concerns, and any major financial changes you anticipate.
In this meeting, we'll present our tailored recommendations and outline the clear, concise action steps needed to help you reach your goals and address your concerns.
In this meeting, we'll present our tailored recommendations and outline the clear, concise action steps needed to help you reach your goals and address your concerns.
We'll meet as often as you need to make sure you feel confident that your goals are on track. While we'll determine a meeting frequency together, we'll also be available anytime you need us.
We'll meet as often as you need to make sure you feel confident that your goals are on track. While we'll determine a meeting frequency together, we'll also be available anytime you need us.
