Our Journey is Your Journey
At 30,000 Ft. Wealth Management, we take pride in introducing you to our unique 30,000 Ft. advisory process – a comprehensive seven-meeting journey designed to empower both new and existing clients alike.
With unwavering care and attention, we aim to instill confidence in your financial plan and maintain a steadfast relationship between you and your dedicated advisor.
What is 30,000 Ft?
We take you high enough to see that big picture
What We Do
Customized Financial Solutions
For Individuals
What We Offer
Investments | Retirement Planning
Tax Planning | Insurance Planning
Estate Planning
For Businesses
What We Offer
Profit-Sharing
For Trusted Alliances
How We Work
Personalized Planning
Who We Help
Here For Every Unique Journey
Testimonials
What Our Clients Are Saying
They have an excellent understanding of our financial needs and goals and deliver advice with this in mind. I have complete confidence in their professional abilities to guide us through the ups and downs of the market.
Jeff has been my trusted financial advisor for the last decade. Over the years, Jeff has always sought my best interests and helped me feel empowered, informed, and confident in my investment and planning decisions.
We feel confident that their advice is always centered on what will yield the best outcome for us in each stage of our lives.
Jeff and his team have helped me through many difference scenarios over the past 14 years. Started as a Paint process engineer and climbed the corporate ladder to realize i wanted something different. There is nothing more valuable then to have the experience of the 30k team to help navigate these changes. They have the experience of many clients to look out into the future and guide us.
Michelle Ford – Manufacturing Engineer
Jeff and his team are always there. I appreciate that he knows our GM benefits inside and out. They are true professionals and provide us with the knowledge we need to make smart decisions with our money. There hasn’t been much through our retirement journey that the 30K team hasn’t seen hundreds of time. This knowledge make us feel comfortable.
Timothy Swensen
We have been a client on Jeff and 30,000 Ft Wealth Management for 15+ Years. It started in our business with managing our 401 K program. Jeff now handles all of our personal investments.
We have been completely satisfied with the hands on approach. In good times and not so good times, Jeff, Brenda, Sheila, and Kristina have been excellent in their service, explanations, and call backs. Every question is answered.
I am so impressed by the service I have received. Jeff and his team are always available to answer my questions.
Working with Jeff and his team for over 14 years. Having a plan and being able to implement made us feel we can truly accomplish anything. From Pension plans to 401K, to HSA. The 30K team helps us with everything. I have since left GM a couple years ago but their knowledge of the all company plans made us stick with him in my new company.
Kevin Ford – Mechanical Engineer