Jon D. Tanner, RFC CDFA
Jon Tanner is not just the president of SUMMIT Advisors at William Joseph Capital Management Inc.; he’s also a lifelong Hudson Valley native with deep roots in the community he serves. With over 35 years of experience in financial planning and asset management, Jon specializes in guiding clients through major life transitions like retirement, divorce, and legacy planning.
Outside of his professional life, Jon is a proud grandfather and an avid skier, often hitting the slopes in his free time. His personal experiences and love for family have shaped his empathetic approach to financial advising, ensuring his clients feel supported both financially and personally.
"I've always believed that financial planning is about more than just numbers and projections. It's about understanding people's hopes, fears, and dreams...and then working together to make those dreams a reality."
Jon's journey took an unexpected turn about 15 years ago when he began specializing in matrimonial cases. Working with couples going through divorce - whether through collaborative methods, mediation or traditional litigation - gave Jon a unique perspective on how financial decisions impact people's lives during times of stress and change.
This experience led Jon to become a founding member of the Hudson Valley Collaborative Divorce & Dispute Resolution Association (HVCDDRA) and to join several other collaborative divorce groups in the region. He even trained other professionals in the Interdisciplinary Model for Collaborative Divorce. While Jon has recently scaled back his divorce-related work to focus more on retirement and legacy planning, the lessons he learned continue to shape his approach.
"Helping people through divorce taught me the importance of empathy, clear communication, and creative problem-solving. Those skills are just as valuable when I'm helping a couple plan for retirement or a business owner create a succession plan."
Jon firmly believes in a team approach to financial planning. The synergy created by collaborating with other experts can often lead to paths that might not otherwise have been considered.
"No one person has all the answers. That's why I always encourage my clients to involve their other trusted advisors...accountants, lawyers, insurance agents to name a few...in our planning process. When we all work together, that's when the magic happens."
At the end of the day, Jon's mission remains the same as when he started: empowering people to make informed choices about their financial future, especially during life's biggest transitions. Whether you're facing retirement, selling a business, or dealing with any other major change, Jon and his team at SUMMIT Advisors at William Joseph Capital Management Inc. are ready to help you chart a course to financial security and peace of mind.
FAQ'S
Why did SUMMIT Advisors join WJCM?
SUMMIT Advisors partnered with William Joseph Capital Management (WJCM) to bring even more value and support to our clients. By joining forces, we now have access to expanded resources, advanced technologies, and a broader range of expertise, allowing us to deliver more innovative and comprehensive financial solutions. This collaboration also strengthens our ability to offer a wider array of services, from enhanced investment management to long-term succession planning, ensuring your financial future is secure.
What are Jon's core values as a financial advisor?
Jon’s core values are empathy, clear communication, creative problem-solving and client-collaboration. He believes that understanding his clients’ personal goals and challenges is key to delivering meaningful financial guidance.
What makes Jon's approach to financial planning unique?
Jon brings over 35 years of experience to every client relationship - with a special focus on major life transitions like divorce, retirement, and business succession.
What can I expect from an initial consultation?
Your first meeting with Jon is a no-pressure, no-obligation conversation where he’ll take the time to understand your unique situation. This is an opportunity to ask questions, explore your financial goals, and learn more about how Jon can help. Learn more about this process HERE.
Who Does SUMMIT Advisors at WJCM Serve?
We work with a variety of clients, with tailored strategies available for every stage of life and financial situation. A few examples include:
- Retirees – Helping transform savings into sustainable, tax-efficient income streams.
- Independent Women – Supporting career women, divorcees, and widows in taking control of their financial future.
- Clients in Transition – Guiding those navigating career changes, divorce, inheritance, or loss of a spouse.
- Small Business Owners – Assisting with cash flow management, succession planning, and aligning personal and business finances.
- Family Trust Stewards – Helping manage and preserve family wealth across generations.