Who we are
At Timeless Wealth, we believe true wealth is measured not only by what you accumulate, but by what you preserve—and what you pass on.
We provide comprehensive wealth management with a deliberate focus on tax planning and estate planning, two of the most critical—and often overlooked—drivers of long-term financial success. Investment returns matter, but unmanaged taxes and poorly structured estate plans can quietly erode wealth over time. Our role is to ensure your financial decisions are coordinated, efficient, and aligned with both your lifetime goals and your legacy objectives.
By integrating investment management, proactive tax strategies, and estate planning guidance, we help families make informed decisions with confidence. Every recommendation is made with a long-term perspective to protect what you’ve worked so hard to build.
Alex Jankowski, CPA, CFP®
Alex is the founder of Timeless Wealth, an independent registered investment advisory (RIA) firm focused on tax-efficient financial guidance. Over the course of his career, Alex has developed hundreds of comprehensive financial plans, helping clients navigate retirement planning, investment strategy, tax reduction and long-term decision-making.
His experience includes working closely with individuals to model tax outcomes, evaluate planning strategies, and project future cash flows. He also coordinates with attorneys to help implement estate planning strategies that support efficient wealth transfer across generations.
Alex founded Timeless Wealth on the belief that effective financial planning requires more than investment management alone—it requires integration across tax, retirement, and estate planning, delivered with a disciplined, fiduciary approach and a long-term perspective.
Certifications:
Certified Public AccountantCERTIFIED FINANCIAL PLANNER®
Education:
Bachelors of Science in Accounting - Penn State University
Master of Accounting (MAcc) - Penn State University