Justyn Volesko

Managing Partner at Aj Wealth

Justyn Volesko's Professional Contact Details

Email (Verified)
****@ajwealthllc.com
HQ
(212) 729-7750
Location
New York, New York, US
Company
Aj Wealth
Person Seniority
partner

Justyn Volesko's Current Company Details

AJ Wealth is a comprehensive wealth management company. We believe that thoughtful planning and a clear focus on your objectives creates peace of mind, efficient use of time and wealth preservation. W...
AJ Wealth is a comprehensive wealth management company. We believe that thoughtful planning and a clear focus on your objectives creates peace of mind, efficient use of time and wealth preservation. We accomplish this by analyzing all pieces of your financial life and objectively designing a comprehensive plan that we implement and monitor. Our mission is clear: Enhance our clients' financial lives with excellent, disciplined and trusted advice based on years of experience and an intimate understanding of your entire financial life, including: Asset management | Income taxes | Estate planning | Life, property & disability insurance | Cash flows | Philanthropic planning | Compliance | International assistance There are many different types of advisors out there; investment advisors, accountants, insurance agents, attorneys and bankers. All of these advisors specialize in one particular field and many purport to be able to help you with all financial matters. However, there are very few advisors who can truly and effectively integrate and help with all financial matters. Further, while advisors may be experts in their particular field, they are typically missing the other piece of the equation that leads to exceeding a client's expectations. The missing piece is understanding a client's expectations, so they can be exceeded. It's this lack of attention to you that also leaves most advisors unable to effectively apply their knowledge to your specific circumstances. We make your financial life simpler, allowing you the freedom to live your life as you choose. AJ Wealth 30 Broad Street, 29th Floor New York, NY 10004 Phone: 212.729.7750 Fax: 888.712.1647 [email protected]
Founded Year
2012
Organization Website
ajwealthllc.com
Organization Languages
English
Organization Revenue
6000
Current Technologies
outlook
apache
google analytics
recaptcha
mobile friendly

Job Functions

Finance
Entrepreneurship
Operations
Legal
property disability insurance cash flows philanthropic planning compliance international assistance
property amp disability insurance cash flows philanthropic planning compliance international assistance
asset management income taxes estate planning life
finance

Justyn Volesko's Work History and Education

AJ Wealth
Managing Partner
2012 - Present

Colleagues at Aj Wealth

Bill Pay and Concierge Specialist
Investment Analyst
Financial / Tax Analyst

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