Jato Wealth specializes in financial planning for clients in certain spaces and stages of life, often with complex financial situations. We specialize in serving the following:
Real Estate Professionals
Real Estate Professionals like agents and investors often have their hands in many ventures. We help by keeping you organized, helping you find a suitable retirement plan, minimizing taxes, and understanding benefits of various business structures. We also have tools to help you manage your real estate cash flows.
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You started a business to build a better future for yourself. We help to organize your personal and business finances, take advantage of tax deductions, set up retirement plans, insure properly, and plan for your future.
Tech Industry Professionals
Technology is moving quickly, and your career is progressing even faster. Your financial advisor should move fast with you. Whether it’s stock options, negotiating compensation, or maximizing employee benefits, we’ve been in the tech industry and are here to help navigate you through while focusing on your life.
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