Welcome

On behalf of our team at the Jovellanos Wealth Management Group, I welcome you to our website. Please take the time to learn more about me, our unique approach to tailoring your financial needs, and how we can help you fulfill your financial goals.

What I love about my practice:

In the words of Confucius’ , “Choose a job you love, and you will never have to work a day in your life”. The most important and uniting force within the Jovellanos Wealth Management Group is our mutual goals towards wealth accumulation and preservation. We strive to establish and nurture long-term relationships centered on developing tailored financial solutions for our clients. As your trusted investment advisor, I take pride in fulfilling my role as the mediator between you and the sometimes "complex" financial world by providing intuitive and clear solutions. As part of my practice, I am fortunate enough to meet and work with individuals across a spectrum of occupations, personalities, and risk preferences on a regular basis. Our group provides unwavering commitment to working closely with our clients at every step of the way on their journey to financial independance. Additionally, there is nothing more gratifying than the continued trust in our services and sincere referrals we receive from loyal clients. As my client, your financial well-being and security is my utmost priority.

~ Jason Jovellanos

What the Jovellanos Wealth Management Group has to offer to you:

Having served in the industry for more than a decade, we bring forth the experience and know-how to weather through both the boom and bust of economic cycles. As your trusted investment advisor, I not only provide suggestions for all clients but, more importantly, I work with them through every critical financial event in their life and ensure that the financial plans are intact. I want to make sure that I am engaged in major life decisions and able to offer my support through any financial hardships. We believe in the philosophy of full transparency, integrity and thorough communication.

The Approach:

  1. We strive to help you understand what you own and give you full transparency on your investments.
  2. We strive to help you maximize savings by implementing efficient taxing strategies and increasing individual net worth. We want to make your future goals realized.
  3. We want to help you plan out your retirement efficiently so you have a peace of mind now and then.

A Bit More about Jason:

I enjoy travelling and recreational activities, such as skiing and snowboarding, with my wife and daughter. I am an avid believer in maintaining a positive attitude and balanced approach in all aspects of life. Having an open mindset, as well as a listen-first approach, are at the foundation of both my work and family life.