• Home
  • Approach
  • Services
  • Resource Center
  • My Story
  • Latino Legacy
  • Contact
  • More
    • Home
    • Approach
    • Services
    • Resource Center
    • My Story
    • Latino Legacy
    • Contact
  • Home
  • Approach
  • Services
  • Resource Center
  • My Story
  • Latino Legacy
  • Contact
JCV Wealth Management

Your Life Elevated

STANDING BY YOUR SIDE

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.

About Us

Grow Your Wealth

Financial Advice Shouldn't be Complicated

Financial Advice Shouldn't be Complicated

Learn more

Financial Advice Shouldn't be Complicated

Financial Advice Shouldn't be Complicated

Financial Advice Shouldn't be Complicated

Learn more

A Strategy That Adapts To Your Needs

Financial Advice Shouldn't be Complicated

A Strategy That Adapts To Your Needs

Learn more

Frequently Asked Questions

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

  Check the background of this investment professional on FINRA's BrokerCheck. 

Western International Securities, Inc. https://www.wisdirect.com 


Securities and Advisory services offered through Western International Securities, Inc.
Member FINRA/SIPC.

 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

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept