Our Investment Philosophy
No two investors are ever alike. You have your own objectives and your own preferences for how your wealth should be managed. By taking the time to understand these objectives and preferences – such as leading a retirement without compromise, paying for a family member’s education, or creating a legacy – we can help you create a wealth management strategy that will see them realized. Regardless of your situation, our team can provide the guidance and services you need.
Our Approach
Our approach to our clients consists of two stages. The first stage involves a discussion that identifies a client’s financial needs and risk tolerance. From there, we develop investment and wealth management strategies to deliver simple to complex solutions through our accessibility to resources.
The second stage is to build long term relationships based on trust. Open and regular communication deliver peace-of-mind to our clients. Clients can expect monthly communication, whether by phone, newsletter, seminar or face-to-face meeting. We constantly monitor our client's portfolios and performance to ensure progress.
Our purpose
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
What makes Jovellanos Wealth Management stand out?
Our clients greatly appreciate our dedicated advice and support.
You can always count on:
- Our commitment to helping you achieve your goals
- Our approach
- Our integrity
- Our professionalism
- Our transparency about the compensation we receive
News and articles
Jason Jovellanos
Wealth Advisor & Portfolio Manager
Donna Tai
Wealth Associate
Lynette Vaz
Branch Administrator