"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

Investing

How much of your portfolio should be in non-U.S. stocks?

July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Family Legacy

Creating meaning in the send-off: A guide for families with college-bound children

July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Investing

What is the electric vehicle (EV) boom?

July 21, 2025Electric vehicles are taking to the road in record numbers and the entire industry is heating up. Learn about what’s happening in the EV market.Read Now
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