Jaykay Wealth Advisors, Inc.

Jaykay Wealth Advisors, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability to provide financial independence.

Vision

Jaykay Wealth Advisors, Inc. will become the premier resource and an integral partner for the community, by managing the evolving financial planning needs of generations to come.

Mission

We strive to help our clients achieve their life dreams through the prudent management of their financial resources.

Our Standards

At Jaykay Wealth Advisors, Inc we are guided by our standards. These are:

Goals and Concerns: We will give priority to your goals & concerns and work exclusively for your benefit.

Confidentiality: We will respect and maintain confidentiality [unless waived by you or required by law].

Fees and Expenses: We will disclose fees/expenses of products/services.

Compensation: We would like to be reasonably and adequately compensated so as to be able to provide you with a high level of service.

Conflicts of Interest: We offer advice, services and access to products free from conflicts of interest.

Service Excellence: By offering a high level of service in a reasonable and timely manner, we will meet or exceed your expectations.

Our Value Commitment

Our actions are driven by values such as trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of clients’ and employee’s lives, to our local community and to our society.