JW Wealth Partners

04/28/2026

To All NYS Business Owners:
This is important. New York State now requires most employers to offer or certify a retirement plan—and the next key deadline is May 15.
If you don’t already have a qualified plan in place, waiting can lead to rushed decisions and penalties assessed per employee—which can add up quickly.
:point_right: Don’t wait for a letter from the state to get your attention.
If you’re unsure whether this applies to your business or what your next step should be, now is the time to get clarity.
Grab 30 mins with Eric:

03/16/2026

Happy for the opportunity to partner with ABC for over 4 years. Their dedication to growth and service to their members is second to none

Don’t miss the ability to learn more about what JWWP and ABC can do for your businesses. Join us to learn more and have a few laughs while slots are still available!

03/07/2026

03/02/2026

02/24/2026

Missy, you are an inspiration! Your kindness, spirit, and stories change lives. Thank you for creating a work of art.

Respond with and we will send you a copy to enjoy.

02/16/2026

Grateful for opportunities to learn alongside other dedicated professionals in the financial planning community. At JW Wealth Partners, we’re continually sharpening our thinking and raising our standards—so the individuals and families we serve receive the thoughtful guidance and care they deserve. !

02/01/2026

Meet Oliver ! Our JW Wealth Partners mascot, and our best friend💙💛

01/17/2026

JW Wealth Partners is committed to making a positive impact in the community and is proud to support youth hockey through this fundraising initiative!

08/13/2025

We are honored and humbled to be recognized by Forbes as Top Financial Security Professionals. This would not be possible without the trust and confidence of those that we are grateful to serve. Thank you for choosing to be part of the Wolf Pack!

(Ranking Published 7/10/25. Data as of 12/31/24. No compensation provided for ranking. Licensing fees apply to use Forbes logo)