JAYKAY Wealth Advisors

At Jaykay Wealth Advisors, Inc., we pride ourselves on providing exceptional financial planning and wealth management services to a limited number of affluent clients. Our team of experienced professionals is committed to helping our clients achieve their financial goals and securing their financial futures.

Our Mission

As a boutique wealth management firm, our mission is to provide unparalleled expertise and exceptional service to our clients. We take the time to understand each client's unique financial situation and develop customized strategies to help them achieve their financial objectives. Our approach is centered around transparency, integrity, and a commitment to delivering exceptional results.

Our Services

At Jaykay Wealth Advisors, Inc., we offer a comprehensive range of financial services designed to help our clients achieve their goals. Our services include:

• Wealth Management: We help our clients create and implement investment strategies that align with their financial goals and risk tolerance.
• Retirement Planning: We provide guidance on creating a secure retirement income stream and help our clients achieve their retirement goals.
• Estate Conservation: We work with our clients to develop estate plans that ensure the transfer of assets to future generations.
• Insurance Planning: We help our clients identify and address potential insurance gaps that could otherwise create financial uncertainty.
• Tax and Estate Planning: We provide guidance on tax-efficient strategies and estate planning techniques to minimize taxes and maximize wealth transfer.

Our Values

At Jaykay Wealth Advisors, Inc., we are guided by a set of core values that drive everything we do. These values include:

• Trust: We are committed to building trust with our clients through transparency and honesty.
• Reliability: We strive to provide consistent and reliable service to our clients.
• Empathy: We understand that our clients' financial concerns are unique and work to provide personalized solutions.
• Prudence: We take a deliberate and thoughtful approach to financial planning to ensure our clients achieve their goals.
• Innovation: We continuously seek out new and innovative strategies to stay ahead of the curve and provide our clients with the best possible results.

Our Team

Our team of experienced professionals includes:

• Jay Kabad, CFP: Founder and President of Jaykay Wealth Advisors, Inc.
• Anasuya Kabad Meyer, CFP: Financial Advisor and trusted partner to our clients.
• Trevor McCarley, CFP: Associate Financial Advisor and expert in investment and estate planning.

Our Partnerships

At Jaykay Wealth Advisors, Inc., we believe in building strong partnerships with our clients and like-minded organizations. We are proud to be affiliated with LPL Financial, a leading financial services company, and FMG Suite, a cutting-edge technology platform.