When we combine Wealth IQ (Financial Literacy) with Wealth EQ (Emotional Management), we achieve Wealth Intelligence.
JAYSHRI (JAY) AMIN, your Financial Advisor
We Love Helping Our Clients
Providing Financial Planning services, specializing in working with high net worth clients. With years of experience in the industry, Jayshri Amin is dedicated to providing personalized and comprehensive wealth management services to meet the unique needs and goals of each client.
I manage my clients’ investment portfolios, including segregated funds and alternative investments. I work to optimize your investment returns based on your goals and risk tolerance. I will also provide research and analysis to identify new investment opportunities or mitigate risks.
Financial planning involves developing a comprehensive strategy to help you achieve your financial goals. This includes retirement planning, tax planning, estate planning, and philanthropic giving. I work with my clients to develop a plan tailored to their unique needs and circumstances. I also provide ongoing monitoring and adjustments to ensure that your plan remains on track.
Risk management involves identifying, assessing, and mitigating risks that could impact your financial well-being. I will work to understand the risks associated with your investments and develop strategies to manage those risks. I will also provide education and guidance on risk management strategies to help you make informed decisions about your investments.
The work I do with my clients, and the relationships we form through working together, are the reason why I love being a Financial Advisor.
data-INFORMED
The financial planning strategies I employ for my clients is directed by current market conditions, historical market patterns, and proven wealth management practices.
individualized
There is no one-size-fits-all, cookie-cutter approach to financial planning. I undergo a thorough process of getting to know you, your goals, and your values. Only then do I begin to craft a custom wealth management strategy for you.
supportive
Life comes with a series of unexpected speed-bumps and roadblocks, and my role as your financial advisor is to not only help to eliminate and avoid issues, but to provide experience-based emotional support when they arise.
Growth-oriented
Growth is the most important part of life, and progress equals happiness. I help my clients make significant, measurable progress, and I grow my own business and skills in the same way.
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We want to help you build your Money EQ (Emotional Quotient). This is discovering your “why” when it comes to wealth. We have built an easy-to-understand Money IQ (Intelligence Quotient) portfolio of facts on tax implications and solutions available that can assist with planning, investing, managing risk, and protection. The synergy when bridging the gap between your Money EQ and Money IQ helps prepare you to respond not react to unpredictable circumstances.
