What is wealth Management?
Wealth Management
Because you have a lot more to manage than just your wealth
Wealth management can help you determine what's really important to you, then develop proactive strategies to help you realize your most cherished hopes and defend against the things that might undo them.
Investments? Yes. Managing risk? Systematically. Planning deliberately so that your wealth works to bring you a lifestyle well earned? That's where JVA Investments comes in.
Income and Lifestyle
Through an in-depth discovery process your JVA Investment advisor will work with you to understand and document what you want to do in this lifetime, from now until retirement and from then on. We'll then map out a course to help you seek the returns you'll need for how you intend to live and to achieve the income you'll need to do exactly what you want one year at a time. And, if you like, strategies to guarantee that income.
Asset Protection
By understanding the lifestyle you enjoy, and the one you're building toward. JVA Investments can see the threats against it — taxes, inflation, volatility, creditors, lawsuits, identity thieves, tragedy — and help you deal with them using everything in the arsenal and develop a complete financial plan.
Wealth Transfer
JVA Investments will approach your plan for wealth transfer from a wider angle than a traditional estate plan. We work with you to understand your definition of a rich life, then craft a plan to help you lead it and pass on what you see as most important to the next generation.
This might mean a passion for education, or a sense of obligation for each generation to help give the one that follows a leg up in life. Or both. It could mean protecting a work ethic and thirst for accomplishment, or protecting your family's bonds of affection toward one another. Whatever it is, it should start with your definition of a rich life.
Investment Management
Here at JVA Investments we believe that your plan for your life is the most important part of investing. Besides your investments, we look at the little things...like when you plan to retire — and when you secretly hope to retire. The business you'll open when you do. How much time you'll want to spend spoling the grandchildren. How much you'd like to travel.
Investing with a Financial Advisor is based on the simple yet powerful premise of wealth management: Your investments and your life are one in the same. Whether by design or by accident, they are all part of one plan. We want that to be by design. Your design.
Business Strategies
As you lead your business toward its next stage — or your career — you'll be pleased to learn that your Financial Advisor at JVA Investments understands the connection between your business/carrer and your life. Our clients tell us that this personal touch and our ablility to see the grand picture makes all the difference between us and what they used to expect from a financial firm. It is in how we think, how we plan and in the scope of what we do that makes us special and keep our clients.