Planning for today, stewardship for tomorrow
Extraordinary Wealth Management Solutions to Support What Matters Most
At JET Wealth, we offer time-tested wealth management strategies that support and protect your legacy. Serving families for over 30 years, our team brings trusted financial expertise to every stage of your wealth journey.
Your Trusted Partner for Generational Wealth Management
We believe that effective and enduring wealth management goes beyond managing assets. It’s grounded in steady, expert-led guidance and a comprehensive framework designed around the full scope of your financial life, family values, and future goals. With a simplified 3-step wealth management approach, we focus on strategic stewardship to grow and preserve what matters most to you.
Built on experience, relationships, and trust
Serving clients with complex financial lives
High-net-worth individuals and families
Tailored guidance for clients with notable wealth and assets. We help safeguard your present and work together to grow your legacy for generations to come.
Business owners and entrepreneurs
Strategic financial management for clients who have paved their own paths to wealth. From risk management to long-term growth, we bring clarity and balance to personal and business wealth.
Corporate executives and highly-compensated professionals
Expert knowledge and thorough financial planning to ensure high-income professionals are prepared for what’s ahead. We translate complex financial matters into more manageable strategies for growth and preservation.
Clients navigating liquidity events or major life transitions
Structured, individualized guidance to support clients experiencing significant financial changes. Whether you’re selling a business or retiring, we offer structured wealth management solutions personalized to your specific needs.
Meet our team
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John P. Toman
PARTNER
John Toman has 30 years of wealth management experience. Prior to founding Jet Wealth Advisors in La Jolla, California, in 2013, he was Senior Vice President for Morgan Stanley Wealth Management.
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Jeff Walters
PARTNER
Jeff Walters is a graduate of Bradley University in Illinois with a B.S. degree in Business Administration and Management. He began his career in the private equity space before transitioning into wealth management at Wells Fargo Advisors.
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Gabriela Ribas
Financial advisor
Gabriela is passionate about fostering genuine connections, she utilizes her fluency in Portuguese, Spanish, and English to cultivate relationships with a deep belief in the value of compassion and authentic care.
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Michael Hession
Financial Advisor
Michael Hession is a University of Delaware alumnus, graduating at the top of his class. Before transitioning to wealth management, Michael was a vice president at Citibank, where he started his career in New York.
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Renee Halsch
Senior Registered Client Associate
Renee joined Jet Wealth Advisors in January 2022 as a Senior Registered Client Associate. Her career in financial services spans more than 25 years and includes retirement, estate planning, investment management, and client service and support.
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Johanna Toman
Registered Associate
Johanna Toman is a Registered Associate for Jet Wealth Advisors, a family owned practice providing wealth management and planning services to clients across the U.S.
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T. Scott Edwards
Business Consultant
Thomas Scott Edwards has over 40 years of experience working with world-class consumer brands and organizations, he brings subject matter expertise in strategic planning, digital transformation, management, end-to-end marketing, and customer experience design.
Our 3-Step Approach
for Extraordinary Results
We prioritize financial clarity and personalized solutions over complex structures to help you manage your evolving wealth goals with confidence. Our 3-step process is designed to seamlessly advance your finances from growth to lasting legacy.
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During the first phase of our wealth management process, we evaluate your current financial standing and focus on areas where you can grow and leverage your wealth. We help you create a customized plan to build a solid foundation that can adapt and evolve with you while still giving you room to expand your financial potential and make progress on personal and professional goals.
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As your wealth grows, a crucial step in this process is to preserve what you’ve built. This includes risk and opportunity management, portfolio management, tax efficiency, and other intricacies of finances that pertain to your unique journey. We walk you through all aspects of your wealth with an approachable blueprint that helps optimize and protect your financial pursuits and legacy.
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The ultimate mission of wealth-building is to create a legacy that lasts for generations and support the dreams of your family. In the decumulation phase, we establish a carefully crafted plan to distribute wealth with structure and intention, based on your legacy goals. The Distribution Phase can also include planning for estate, philanthropic, and retirement purposes, wealth retention, and more.
Latest Insights on Wealth and Finances
Expert insights on markets, planning, investments and more to guide you toward sustainable wealth and enduring legacy.
