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The JV Mission
JV Financial Group is dedicated to helping our clients create, preserve, and distribute all aspects of their wealth in accordance with their values.
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The name JV refers to our conviction that a relationship between a client and his or her professional advisor should be approached as a joint venture.
At JV Financial Group, we collaborate with our clients to create, preserve, and distribute all aspects of their wealth in accordance with their values.
All financial planning is not created equal. Expect more:
- Experience
- We have extensive experience in investment, insurance, taxation, retirement and estate planning for high net worth families. Our clients tell us that their lives are better as a result of working with us.
- Strength and Integrity
- We are completely independent. Unlike many financial planning organizations, we are not owned by any bank, brokerage or other financial institution. Our advice is based on our clients' needs and values, not quotas or corporate guidelines.
- We do not use any "in-house" products. We select and monitor the services of highly qualified and recognized professional investment managers.
- Advanced Solutions for Advanced Issues
- We incorporate complex tax and estate planning in our financial planning process.
- We leverage our strong relationships with an extensive network of professional service providers offering complementary services.
- Investment in People
- We regard financial planning as a joint venture, a collaborative effort working toward common goals and visions.
- We use a team approach, combining the best skills and services of a dedicated group of professionals.
- We coordinate our planning activities with our clients' other professional advisors such as their accountant and lawyer, resulting in a more synergistic plan.
- We intentionally work with a smaller number of families than most financial services firms in order to ensure that we maintain close relationships and high levels of professional service.
- Commitment to Growth
- We are committed to ongoing professional development. Our team members hold unique combinations of professional qualifications - including Registered Financial Planner and Chartered Accountant - and the industry standard Certified Financial Planner designation.
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