Jay Willwerth Email & Phone Number

With a background in accounting and finance, I have been fortunate to have spent many successful and fulfilling years providing customized wealth management solutions, and clear, actionable financial advice and guidance to high net worth individuals, families, entrepreneurs, and corporate executives throughout the United States. In addition, as a member of the firm’s executive and investment committees, I am directly involved in the creation of the firm’s strategic blueprint and implementation of it's overall investment philosophy, investment portfolio allocations, and securities selection and monitoring. Taking into account current market conditions and economic trends, we monitor each client’s portfolio on a continuous basis and evaluate for possible adjustments not only based on these factors, but on how their investment portfolios are tracking towards meeting and enhancing their desired lifestyle goals and objectives.I believe the work I do on behalf of our clients changes their lives for the better. When done well, integrated financial planning and investment management can enhance and enrich the life experiences of the individuals and families with which we work, by empowering them to spend less time worrying about the management of their financial affairs, and more time enjoying what really matters in life. This is what inspires me, what gets me out of bed in the morning and what provides the focus that energizes and drives our firm’s culture and the exceptional client experiences we strive to deliver each day.If you would like assistance with your own planning or investing needs, or would like to chat to see if we may be a good fit for one another schedule an introductory meeting https://www.finivi.com/contact/#content-section call me at (800)530-6635 extension 121. I look forward to sharing my experience with you.

Listed skills include Investment Management, Portfolio Assessment, Retirement Income Strategies, Portfolio Performance Analysis, and 8 others.