Growing up in New York City I remember wanting to be really wealthy. While pursuing and completing a degree in political science from the University of Wisconsin as a precursor to law school, I started debating with myself about that path. Fascinated with space and the way we humans interact with it, I dabbled in architecture classes. I was still exploring. I became enamored with finance and all the intricacies surrounding the movement of money and the creation of wealth.
After landing at a global investment bank acquiring knowledge about investing, diverse investments, markets and risk management, I had an epiphany: real wealth is the freedom to make decisions when and how one wants to make them. The value of money, in my opinion, is the means to do so.
After 20-plus years successfully trading equities and foreign exchange for large institutions, from technology stocks to milk companies in Africa and everything in between, I realized that money and wealth really didn’t mean anything unless there is a purpose, a goal. Is it planning for major investments such as a home or children’s education? Is it preparing for fulfilling retirement years? Is it perhaps leaving a legacy?
Enter a significant pivot with the realization of my purpose and passion - collaborating with you, our clients, to achieve what’s most important to you – and the launch of our practice.
My partner, Donna, has a strategic marketing, creative problem-solving and mindset coaching background and brings a commitment to providing impeccable client service.
As a financial advisor with the data gathering curiosity of a political scientist, constructive creativity like an architect, decades of financial services experience and a partner with a complimentary set of skills, we are a team with purpose: designing client centric solutions. Partnering with you to help achieve them is our passion!
To learn more, please schedule a complimentary consultation. It would be our privilege to partner with you.
- Wealth Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Savings Strategies
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
Phone NumberJonathan D Walker at (212) 219-3096
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