"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

Business Planning

Business succession planning: Building an effective team

June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Wealth Planning

What is a living trust?

June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
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