We exist to help your financial dreams become a vivid reality.
At JCV Wealth Management, we believe that financial growth is obtained through good old fashioned hard work, unprecedented perseverance and an uncompromising passion for doing the right thing. We know there are no shortcuts to reaching financial success, which is why we are committed to providing our clients with the unbiased and objective advice they deserve.
Our highly personalized approach allows us to better understand your financial goals, along with our analytical approach, we take the time to guide you through a customized multi-point financial plan and coach you all the way to success.
We are humbled by the opportunity to stand by your side and help provide clarity for the future.
Yes, by definition a fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients' interest ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other's best interests which is the mindset for my practice.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plan quarterly. You should make updates every 3 years or at any major life changing event.
We clear through Fidelity Clearing and Custody Solutions, A Fidelity Investments Company
Western International Securities, Inc. https://www.wisdirect.com
JCV Wealth Management and Western International Securities are separate and unaffiliated entities.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do Not Sell My Information