Looking to Secure Your Future & Maximize Your Wealth Potential?
Get fully-customized solutions from a trusted wealth advisor.
Schedule a Consultation Call HereDoes This Sound Like You?
- I already earn a significant amount, but I feel like I’m not setting aside enough for my future.
- I’m uncertain about my existing investments that I worked hard for. They aren’t producing the income I expected.
- I want to make sure I get to both enjoy my wealth and make a difference with it.
- I know I need to figure out my finances, but I just don’t have the time to do all the research.
- I only want to work with advisors who can recommend holistic and highly individualized solutions that are truly best for me.
If yes, then it's very likely I can help!
Read on to find out more.
Hi, I'm Jess Uy
20+ Years of Experience
I specialize in helping executives, business owners, professionals, and OFWs achieve their financial goals faster.
#1 Trusted Advisor
Clients happily refer me to their friends which has resulted to me being able to win multiple awards in the industry.
Unbiased & Total Wealth Solutions
Being connected with 100+ financial service providers, I can handpick solutions that are best for my clients without any bias.
What my clients say...
"If you're like us whose mission is to retire and get there as soon as you can, get in touch with Jess!"
-Rogelio Nocom Jr.
"Jess is attentive to my needs and my financial goals. He definitely cares about me and the important choices I make regarding my family's future"
-Liezel Molo-Borromeo
"Talking with Jess helped me clearly understand my needs. He's very thorough and patient in guiding me. Highly recommended!"
-Ralph Que
Here's How I Work With New Clients
My goal for my all clients is to help them protect, grow, and enjoy their wealth. That way, they can live life to the fullest. It's a partnership where I help my clients achieve their financial and life goals faster.
For this to happen, trust is crucial.
That's why right at the start I want to be clear on the way I take on new clients:
- First, I'll spend time understanding you, your goals, and your finances before actually recommending anything.
- When I do recommend something, it will be tailor-fit to your own unique situation. (Sometimes, I won't even be the best person who can help, I'll just point you in the right direction).
- I won't pressure you to purchase anything. I will only give my recommendation and why I believe it's the best. But the decision to implement on the plan must come from you.
If this sounds good, then let's proceed to setting up a call together to see if we're a good fit!
Book Your No-Risk
'Maximize Your Wealth Potential'
Consultation Call
The best and fastest way for us to see if we can work together is through a virtual meeting.
I've had to set up a small fee of $97 to eliminate those who are curious, vs. those who are really looking for solutions.
Here's the best part...
In just our initial conversation, it's very likely you'll:
1. Walk away with a clear, step-by-step roadmap for achieving your financial goals faster.
2. Uncover dead assets (investments that are underperforming) and quickly turn it into more productive assets.
3. Discover little-known financial solutions in the global market that are highly rewarding with minimal risks.
And all of this can happen, regardless if you actually decide to become a client or not.
But what if it doesn't work out?
If during the call, you or myself, determine that we're not a good fit.
Or in the very rare instance you don't find value in our conversation...
I'll refund your entire payment within 48 hours of the session. No questions asked.
All you have to do is send me an email ([email protected]) with the words, “I’d like a refund", and I’ll have my team process it right away.
While feedback for my improvement would be appreciated, you actually don't need to give any reason at all.
So if you'd like to see what it's like to have a wealth advisor "in your corner", click the button below to schedule a call.
