"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
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