About JW Investment Partners

A partnership built for the decisions that matter most.

We bring disciplined, concierge wealth management to families and business owners whose financial lives call for thoughtful coordination, clear advice, and an enduring point of contact.

Our Approach

Relationships first. Strategy with intention.

JW Investment Partners was founded around a simple belief: sophisticated wealth management should still feel personal. We take time to understand the people, priorities, and decisions behind every financial plan.

Our role is to help clients connect the many moving pieces of wealth into a strategy that is understandable, intentional, and built to evolve as life changes.

Meet Our Founders

Direct relationships with the people guiding the work.

JW Investment Partners is an independent investment manager, co-founded by Jeff Hoffmann and Wade Balliet. Together, they bring more than 25 years of experience each, including Wade's background as a Chief Investment Officer and Head of Trust, and Jeff's leadership of national wealth management teams focused on financial planning, advice, and private banking.

The partners came together to build a more independent, client-first experience: clear advice, disciplined investment management, and a relationship designed to stay close to the decisions that matter most.

Co-Founder

Jeff Hoffmann

Jeff has more than 25 years of experience in wealth management, including leading national teams focused on financial planning, advice, and private banking. He holds a finance degree from Iowa State University.

He brings a relationship-centered approach to helping clients connect investment decisions with their broader financial priorities. His work is grounded in clear communication, thoughtful coordination, and plans that can evolve as life changes.

Securities licenses: Series 7, Series 66, and Series 24.

Jeff on LinkedIn

Co-Founder, CFA

Wade A. Balliet, CFA

Wade has more than 25 years of investment-management experience, including leadership roles as a Chief Investment Officer and Head of Trust. He earned the CFA charter in 2003 and holds a finance degree from the University of North Dakota.

At JW, Wade brings a disciplined, research-oriented perspective to investment management, with careful attention to allocation, due diligence, risk, and the long-term role of a portfolio.

Securities licenses: Series 7 and Series 66.

Wade on LinkedIn

Our Why

Family is at the heart of why we do this.

For both founders, family keeps the work in perspective. It is the reason we believe thoughtful planning should create more confidence around the people, time, and possibilities that matter most.

Wade Balliet with his family on the beach

A Stronger Support Network

Working alongside Rick Young Financial Services.

JW Investment Partners is partnered with RYFS for supervisory and support services. This relationship gives our clients the benefit of a broader support bench while keeping the JW team close to the work and focused on the details that matter to each relationship.

It is a practical partnership built around responsive service, thoughtful coordination, and the shared goal of helping clients move forward with confidence.

Visit Rick Young Financial Services

Start a Conversation

Let's talk about what matters to your family.

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