Wealth Advice That Supports Your Life Choices

Whether you’re in the early stages of building wealth or further along, we’ll create a financial plan to help you achieve the goals you’ve set for yourself.

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Meet JB

The way you think about your goals, aspirations and challenges influences the way you think about saving for the long term, so after I better understand your personal and financial situation, I’ll create a wealth plan that meets you at whatever stage you are in life and make sure you stay on track to achieve the goals you’ve set for yourself.

JB Batiste, CFP®, EA

Insights

Stock Market or Market of Stocks?

Stock Market or Market of Stocks?

Over my 40+ years of being involved in the business of professional investment practice, I have been blessed by being in the United States. Since coming into this business as a young man, I have witnessed good and bad times, but the good experiences outnumber the...

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Contact Us

Hours

By Appointment Only

Phone

(702) 655-3814

Contact Form

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