Broker Check

Our Mission

We are dedicated to enhancing your life. As your advocate, we make it our mission to eliminate uncertainty from your financial situation and inspire true confidence in your future.

At Jay Greer & Co., we believe the most effective partnerships extend beyond money management alone. They encompass the totality of your financial life. That’s why we give our clients full access to our expertise and perspective along with the resources of Blue Water Asset Management. While growing and protecting your wealth, we strive to help you navigate every aspect of your financial journey. Rather than counseling you from afar, we’ll walk beside you every step of the way.

Our Commitment

As a fully independent firm, our business philosophy is simple: no commissions, no surprises. With over 60 years of combined industry experience, our advisors have provided clients with financial advice and strategies tailored to their best interests, not our own.

We believe you deserve the highest standard of care, the Fiduciary Standard. While this standard has recently grown in popularity, we have adhered to this benchmark of excellence and objectivity long before the Department of Labor proposed its legislation. Whatever you hope to achieve, we strive to grow and protect your wealth so you can focus on what matters most.