While our focus at TJP is on building and managing customized, Israel-focused portfolios, we do offer broader ancillary services through RVW Wealth, LLC. TJP and RVW staff work closely together, making RVW an ideal provider of these services for those committed to integrating a pro-Israel approach within their overall financial and retirement planning.
We recognize that no two clients are the same; some may be saving to buy a house, some for retirement, and others may be simply building their wealth portfolio. Financial planning is about creating a strategy to help you achieve your life goals – you show us where you want to go and we can help you get there by setting up a customized plan that allows you to grow your wealth while taking the right level of risk.
Retirement planning can help you secure your future by helping you determine if you will have the money you need for the type of retirement you desire, determine what the gap might be, and develop a strategic plan to make up the difference between how much money you’ll have and how much you’ll need. We’ll help you take all of your investments and assets into account – whether they are with us or not – so that you’ll keep a complete and accurate picture.
The Jerusalem Portfolio has a gifting platform enabled you to give the ultimate gift – a professionally managed equity portfolio designed for long-term appreciation. Giving stock to is a fantastic way to show your love and support. It’s ideal for births, weddings, bar mitzvah, bat mitzvah, graduations, or any time! It’s quick and easy. Make a Gift Now
Tailored Wealth Management Services
A more hands-on approach, including more personal contact and quarterly in-person meetings with us, can be arranged through RVW Wealth. Note: This option is most suitable for portfolios greater than $1 million.
For more information on any of these services please fill out our contact form or call us directly at 855-5-ISRAEL (855-547-7235).