Jaykay Wealth Advisors, Inc

Description

• Jaykay Wealth Advisors, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. Weve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability to provide financial independence.Our clients represent a cross section of successful business owners, professionals, doctors and pre-retirees, who have already accumulated a significant amount of wealth or are about to acquire wealth through sale of a business, retirement, an inheritance, or through high levels of current income. While they have expertise in their own fields of endeavor, they have no interest in acquiring expertise in the complex area of Wealth Management. Therefore, our clients prefer to delegate the management of their financial affairs to us. Our clients, while maintaining oversight, expect an extraordinarily high level of expertise and service. We intent to provide our clients a level of expertise and service that they will have difficulty finding it elsewhere. We intent to meet or exceed our client expectations. First and foremost, Jaykay Wealth Advisors, Inc. are wealth advisors. We make recommendations and manage your portfolio on an ongoing basis. But wealth management doesn't stop there. We offer you expert advice on related concerns, such as protecting your loved ones with insurance, charitable giving techniques, and estate planning. At Jaykay Wealth Advisors, Inc we address different aspects of wealth management. We can be a single source of advice for all of your financial concerns. In addition, relationships with professionals outside our firm -attorneys who can draft documents, CPAs who can assist with tax matters - allow us to provide advice as in-depth as you require.Our comprehensive range of services eliminates the problems that can occur when you must manage multiple advisors. We make wealth management simpler for you.
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  Headquarters:6200 Savoy Drive , Houston, Texas, United States

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  Phone Number: +1 713-780-4575

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  Website:

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  Employees:5

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  Revenue:$0 - 1M

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  Legal Name:Jaykay Wealth Advisors, Inc

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• |  NAICS Code: 523930  |

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