"Goals help give purpose to why we do what we do. Discipline builds consistent habits that help us reach our goals. Focus gives us the ability to block the noise and stay intentional with achieving our goals."
John Ravara
John Ravara
"Goals help give purpose to why we do what we do. Discipline builds consistent habits that help us reach our goals. Focus gives us the ability to block the noise and stay intentional with achieving our goals."
About John Ravara
Goals, Discipline and Focus. The 3 Keys to a Successful Wealth Plan.
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I use a planning approach to help you manage liquidity events, such as purchasing or selling a business, to equip you with financial flexibility. I dig deep to uncover what you value most and your intentions for the assets these events generate. My focus is on designing a long-term path forward, educating you on every step of the process so you understand how and when your wealth will be used in pursuing your aspirations.
By leveraging J.P. Morgan's fortress balance sheet, award-winning research1 and market perspectives, I build strategies to guide you in achieving your aspirations. The firm's intellectual strength and its reputation for safety and security offer you an additional level of confidence and risk mitigation during periods of market fluctuation. Among the services offered are:
- Wealth planning
- Trust and Estates
- Cash flow management
- Tax strategies
- Investment portfolios
Meet Our Team
Insights
Markets
How did the markets respond to the U.S. Presidential debate?
September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read Now
Business
Business succession planning: Valuing your business
September 12, 2024Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Outlook
August 2024 CPI Report: Inflation cooled, edging closer to the Fed's target
September 12, 2024The August 2024 CPI report moderated to 2.5% year-over-year, cementing the likelihood that the Fed will begin cutting rates next week.Read Now
Wealth Planning
Retirement and estate planning for unmarried couples
September 12, 2024Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
Wealth Planning
Protecting estate plans from hostile family members may be advisable
September 11, 2024LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
Wealth Planning
The duties of a trustee
September 11, 2024There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Outlook
August 2024 Jobs Report: 142,000 jobs added, an acceleration from July
September 9, 2024U.S. job growth accelerated in August, solidifying the case for a September interest rate cut from the Federal Reserve.Read Now
Markets
A tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now
Cybersecurity
Mind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read NowMarkets
How did the markets respond to the U.S. Presidential debate?
September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read NowBusiness
Business succession planning: Valuing your business
September 12, 2024Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowOutlook
August 2024 CPI Report: Inflation cooled, edging closer to the Fed's target
September 12, 2024The August 2024 CPI report moderated to 2.5% year-over-year, cementing the likelihood that the Fed will begin cutting rates next week.Read NowWealth Planning
Retirement and estate planning for unmarried couples
September 12, 2024Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowWealth Planning
Protecting estate plans from hostile family members may be advisable
September 11, 2024LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read NowWealth Planning
The duties of a trustee
September 11, 2024There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowOutlook
August 2024 Jobs Report: 142,000 jobs added, an acceleration from July
September 9, 2024U.S. job growth accelerated in August, solidifying the case for a September interest rate cut from the Federal Reserve.Read NowMarkets
A tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read NowCybersecurity
Mind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.