Your Personalized Approach
“Pleasure is the only thing to live for. Nothing ages like happiness.”
- Oscar Wilde
We know few things are more personal than your finances. That’s why building a from-scratch plan is so essential. By putting your needs first, we’ll unearth the answers that can infuse your investments with purpose.
Our experience working with individuals and families of distinction means we’re experienced to create a portfolio that reflects your life and legacy.
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Entrepreneurs |
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Engineers |
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C-Suite Executives |
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The Top 1% of Earners |
Meet Your JET Team
Your team embodies the warmth, expertise and dedication needed to maximize your wealth’s potential.
John P. Toman
- Partner
Jeff Walters
- Partner
Renee Halsch
- Senior Registered Client Associate
Vanja Vermezovic
- Registered Operations Manager
Johanna Toman
- Registered Associate
The average investor might be fine with a “set it and forget it” approach.
But some investors have higher standards that require an intensely individualized plan: One that is revisited and revised to account for life’s unexpected developments.
Jet Wealth Advisors specializes in serving the goals and interests of those people with a “clients come first” mindset.
The wealth of exceptional earners can lead to massive opportunities. But to capitalize, that wealth must be managed intelligently through a lens where your entire well-being is the focus.
For you, that means coordinating a team of experienced professionals who think of your best interests, first and always.
You can expect us to use a framework that considers every possibility, from how you view life now to where you want to be—and everything in-between.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
For you, that means coordinating a team of experienced professionals who think of your best interests, first and always.
CPAs
Attorneys
Insurance Agents
Other Industry Professionals
You can expect us to use a framework that considers every possibility, from how you view life now to where you want to be—and everything in-between.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Your retirement should be a time filled with leisure, laughs and doing what you love.
But even the most sizeable retirement accounts can be eroded by multiple factors, like rampant inflation, unforeseen medical emergencies, and changes to your tax bracket.
To help you live the retirement you worked so hard to earn, we will help you:
But even the most sizeable retirement accounts can be eroded by multiple factors, like rampant inflation, unforeseen medical emergencies, and changes to your tax bracket.
To help you live the retirement you worked so hard to earn, we will help you:
Establish a budget
Consider life insurance options
Maximize your dispursements
Establish plans like 401(k) and SEP IRA
You should be in control of what happens to your assets when you pass.
Making those plans can be emotionally charged—but establishing an iron-clad Trust to make certain your values are honored and your loved ones are cared for if the unexpected occurs is of extreme importance. Especially when wealth of magnitude is involved.
We’ll work together with other professionals as needed to:
Jet Wealth Advisors and Wells Fargo Advisors Financial Network is not a tax or legal advisor. Be sure to consult with your own tax and legal advisors before taking any action that may have tax or legal consequences.
Making those plans can be emotionally charged—but establishing an iron-clad Trust to make certain your values are honored and your loved ones are cared for if the unexpected occurs is of extreme importance. Especially when wealth of magnitude is involved.
We’ll work together with other professionals as needed to:
Help minimize your estate taxes
Control your asset distribution
Title beneficiaries
Document your end of life wishes
Jet Wealth Advisors and Wells Fargo Advisors Financial Network is not a tax or legal advisor. Be sure to consult with your own tax and legal advisors before taking any action that may have tax or legal consequences.
Philanthropy is more than a one-time gift. It’s an on-going, long-term act of kindness that has the power to span centuries and touch thousands of lives.
You deserve to work with someone who cares as much as you do.
We can help you champion your most meaningful causes by structuring your assets, so they make a difference bigger than you thought possible.
You deserve to work with someone who cares as much as you do.
We can help you champion your most meaningful causes by structuring your assets, so they make a difference bigger than you thought possible.
Donor advised funds
Annuities
Qualified charitable distributions
Gifts of cash or securities
We’re just as committed to our communities as we are to our clients, which is why you’ll find us in our neighborhoods contributing to the causes close to our hearts.
Our founder, John Toman, embodies this selfless sense of purpose by serving as a Trustee and board member of The Forever Balboa Park Foundation whose mission is to sustain, envision and enhance San Diego’s premier Balboa Park.
He and his wife Johanna support many local organizations including the San Diego Symphony, United Way, The Del Mar Little League, South Bay Community Services, Soaring Spirits International, Center for Children San Diego, The Del Mar School Educational Foundation and The Ronald McDonald House.
Our founder, John Toman, embodies this selfless sense of purpose by serving as a Trustee and board member of The Forever Balboa Park Foundation whose mission is to sustain, envision and enhance San Diego’s premier Balboa Park.
He and his wife Johanna support many local organizations including the San Diego Symphony, United Way, The Del Mar Little League, South Bay Community Services, Soaring Spirits International, Center for Children San Diego, The Del Mar School Educational Foundation and The Ronald McDonald House.
We’re ready to give your wealth the attention it so richly deserves through an unmatched commitment to service.
Contact us to reserve your complimentary, in-depth discovery session at one of our locations.
Let’s Plan Now For What’s Next
We’d love to show you how real relationships that put your needs above all can make a difference, even decades from now.
Reach out and we’ll schedule a meeting at a time convenient for you.
Email: [email protected]
Phone: 858.457.1026
Visit us on Linkedin
Reach out and we’ll schedule a meeting at a time convenient for you.
Email: [email protected]
Phone: 858.457.1026
Visit us on Linkedin
