Jordan Jensen
Hi there! Iâm Jordan Jensen, a Private Wealth Advisor based in Dallas, Texas. I specialize in helping high-income professionals, particularly Law Firm Partners, navigate complex tax structures, income planning, and long-term wealth strategy.
With a background in trading and portfolio management, I take a holistic, timing-driven approach, integrating tax strategy, investment management, and retirement planning into one cohesive plan. My goal is to help clients gain clarity, confidence, and control over their financial decisions while building long-term relationships rooted in trust.
.webp)
Dallas, TX
"I take a holistic, timing-driven approach that integrates taxes, investments, and long-term planning into one coordinated strategyâhelping clients make thoughtful decisions today while building toward what matters most tomorrow."
How can I help?
Income Planning
Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
Estate & Trust Planning
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
Alternatives Investing
Monthly recaps on financial markets. Stay in the loop with Jordan.
Get to know Jordan
Iâve always been drawn to working with money. Growing up, I witnessed very different financial realities within my own family, some with very little, others with significant wealth. In both situations, I saw how often money was mismanaged and the stress it created. At the same time, I also saw the opportunities and experiences that were possible when money was structured intentionally.
Those early experiences led me to financial advising, where I now help clients plan ahead around taxes, income, and major life decisions. I focus not just on the numbers, but on building lifelong relationships that seek to support both financial success and personal fulfillment.
Outside of work, I enjoy golfing, staying active, and spending time outdoors. My black lab, Maya, keeps me grounded and is a daily reminder to keep life balanced.
I was drawn to financial advising after seeing firsthand how money, when mismanaged, can create stress, and when structured properly, can unlock opportunity. Growing up around very different financial realities showed me the importance of thoughtful planning. That perspective ultimately led me into advising, where I help clients plan around taxes, income, and major life decisions while building long-term relationships based on trust and clarity.
My expertise includes tax-aware financial planning for high-income professionals, with a particular focus on Law Firm Partners. I specialize in income and retirement planning, entity and compensation strategy, estate planning coordination, and investment management aligned with long-term goals.
I primarily work with high-income professionals, including business owners, doctors, and attorneys. My niche focus is Law Firm Partners, who often face complex tax, income, and long-term planning challenges tied to partnership structures and variable compensation.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
I help clients with:
Tax-aware income planning and cash flow coordination
Retirement planning and advanced plan optimization
401(k) brokerage link strategies for professionals with limited plan menus
Entity and compensation strategy for partners and business owners
Long-term investment management, including selective alternative investments
Estate planning coordination to ensure legal and financial strategies stay aligned
I believe what sets my approach apart is how I integrate timing, tax strategy, and investment decisions into one coordinated plan. My background in trading and portfolio management gives me strong conviction around asset allocation and true diversification, structuring portfolios across distinct buckets with clear objectives, risk profiles, and roles within a broader strategy.
My favorite part is making a real difference in clientsâ lives. Many come in feeling uncertain about timing, taxes, or whether theyâre making the right decisions. I love simplifying complex situations, providing clarity, and helping clients move forward with confidence toward their long-term goals.
What I value most about working with Savvy is how client-focused the platform is. Savvy provides advisors with strong operational support, flexible tools, and a willingness to evolve based on feedback. That balance allows me to focus on delivering thoughtful advice, building long-term relationships, and running my practice the right way.
Book a 30-min introductory call with Joshua.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
