The JVK Wealth Management Service

Architecturally designed for clients with household investable assets of at least  $500,000.  Generally, our clients are over the age of 50, have strong relationships with their children and do not want to worry about providing for their family now or when they are gone. Clients benefit from an annualized advisory fee that reduces as assets grow above certain thresholds. And they are entitled, without charge to:

• No investment transaction fees

• Portfolio Sustainability Rate Analysis

• Beneficiary Verification Analysis

• Income Replacement Analysis

• Tax Refund Entitlement Analysis