Individual Investment Solutions

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Customized Plans That Fit Your Life

Jemma provides customized investment solutions no matter where individuals are on their financial journey. Whether you are just starting out, balancing a career, managing a household or planning for or nearing retirement, we’re here to help.

Areas of Expertise

Jemma helps individuals develop a customized plan to save for everyday life events such as retirement and college funding, manage debt, and save for major purchases.

Comprehensive Individual Financial Services

Everyone’s situation is different, elevating the importance for personalized and customized financial advice. Jemma takes the time to create a long-term investment plan, taking into consideration factors such as individual needs, age, retirement goals, risk tolerance, and lifestyle.

Savings is the Foundation for Success

An automatic savings plan is a key to building financial security over time. Jemma can help set up recurring deposits so investors can stay focused on long-term goals.

Knowledge is Power

We believe individuals of all financial means should feel confident in making smart decisions regarding their money. We are dedicated to helping you understand investing and financial planning.

Industry-Leading Platform

As a Registered Investment Advisor (RIA), Jemma utilizes the operational and custodial platform of Charles Schwab & Co.

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Schwab is a registered broker-dealer, and is not affiliated with Jemma Financial Services or any advisor(s) whose name(s) appear(s) on this website. Jemma Financial Services is/are independently owned and operated. [Schwab neither endorses nor recommends {Name(s) of Investment Management Firm(s)}, unless you have been referred to us through the Schwab Advisor Network®. (This bracketed language is for use by Schwab Advisor Network members only.)] Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “Name(s) of Firm(s)” under which Schwab provides Jemma Financial Services with services related to your account. Schwab does not review the Jemma Financial Services website(s), and makes no representation regarding information contained in the Jemma Financial Services website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.