JPB Wealth Group

JPB Wealth Group Financial Advisor Life’s most meaningful moments often happen right here in the places you love across St. Louis, where life and finances intersect. LVZ, Inc.

We believe in connecting within the spaces where you create these special memories. Our approach is rooted in understanding your unique vision for the future while crafting a tailored financial strategy that feels as familiar and welcoming as a favorite spot in town. Enjoy the experience of a truly customized financial plan—so you can savor every precious moment life brings. Joe Bartmess is an Inv

estment Adviser Representative of LVZ, Inc. Investment advisory services offered through LVZ, Inc. is a federally registered investment advisor.

12/13/2025

I got over 20 reactions on one of my posts last week! Thanks everyone for your support! 🎉

I am so blessed to have celebrated 67 birthdays with my mother. She turns 96 today😍
12/01/2025

I am so blessed to have celebrated 67 birthdays with my mother. She turns 96 today😍

I’m beyond blessed to help my mother celebrate her 96th birthday🎉
12/01/2025

I’m beyond blessed to help my mother celebrate her 96th birthday🎉

A lot of folks are talking about whether America is sliding into “state capitalism,” where the government has more say i...
08/22/2025

A lot of folks are talking about whether America is sliding into “state capitalism,” where the government has more say in business decisions. But the truth is...this isn’t new. From farm subsidies to housing rules to energy mandates, the government has been shaping our economy for decades.

What’s important for us as investors and community members is understanding how these shifts affect growth, jobs, and long-term opportunity. The more the government steps in, the more it changes the playing field, and sometimes for the better, sometimes not.

👉 For a deeper dive into history and what it means today, read the full piece from First Trust here: https://www.ftportfolios.com/Commentary/EconomicResearch/2025/8/18/departures-from-free-markets-arent-new

Big headlines, local guidance. JPB Wealth Group is here in St. Louis to help make sense of it all.



Investment Advisory Services offered through LVZ, Inc. LVZ Inc. is a federally registered investment adviser.

05/09/2023

We are all very proud of Dr Austin Daniel Bartmess. He graduated today from The University of Tennessee School of Pharmacy with his PharMD. The future is wide open for him😊

If you're looking to be the favorite relative at the Christmas table, virtually or social distanced, this year, place yo...
12/06/2020

If you're looking to be the favorite relative at the Christmas table, virtually or social distanced, this year, place your order for a Honey Baked Ham and help support local charities! Order by December 12th and pick it up the weekend before Christmas!
Tahnk you for your support!

Looking for a Honey Baked Ham for the holidays? Head over to our website and order yours now at a reduced rate! The proceeds help local charities like Circle of Concern and many others. Our website is www.westcountyrotary.org.

If you're looking for a nice "Thank You" gift for your clients, friends, and family during this "special" holiday season...
11/01/2020

If you're looking for a nice "Thank You" gift for your clients, friends, and family during this "special" holiday season, please go to The Rotary Club of West St. Louis County's website and order as many hams as you want! You'll see many smiles when you deliver the ham and will be supporting charities that need our support today!

Looking for a Honey Baked Ham for the holidays? Head over to our website and order yours now at a reduced rate! The proceeds help local charities like Circle of Concern and many others. Our website is www.westcountyrotary.org.

Please help support those that need our support during these times!  Order a ham and deliver in time for a holiday dinne...
10/31/2020

Please help support those that need our support during these times! Order a ham and deliver in time for a holiday dinner!

Looking for a Honey Baked Ham for the holidays? Head over to our website and order yours now at a reduced rate! The proceeds help local charities like Circle of Concern and many others. Our website is www.westcountyrotary.org.

Don't put all your eggs in one basket: an old saying that may apply to your investments.
06/12/2019

Don't put all your eggs in one basket: an old saying that may apply to your investments.

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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