Photograph by John N
Welcome to JVK
Established in 2000, JVK Life & Wealth
Advisory Group and JVK Life & Wealth Insurance Group are committed to serving the needs of families seeking
independent, objective, unbiased wealth management advice. Generally, our
clients are looking to reorganize their investments, retirement plans, and taxes
so that they can continue to enjoy their lifestyle, help their families and
leave a legacy to their intended heirs.
Our firm's goal is simple - to improve the
financial health and lives of our clients by delivering personal and custom
designed wealth management. We believe that investment portfolios must have a
disciplined asset allocation strategy, tax efficiency and be planned out
together with family and estate safeguarding needs in mind.