JCV Wealth

Happy Veteran’s Day!
To All who have Served! Thank You for your Service and Sacrifice!

Feliz día de los veteranos!
Gracias por su sacrificio y servicio a todos los que han servido!

Money Monday – Your financial journey is one of a kind, and we’re here to discuss what matters most to you in building wealth and planning for the future. What's been on your mind lately? Share below, and let’s focus on the insights that empower your journey.

November 1st

The day of all the Saints, the date on which the little angels arrive, who are the souls of those who died as children. On this day all the food is placed on the altar of the dead.

Tax-loss harvesting is a smart strategy to keep more of your hard-earned money working for you. By using investment losses to offset gains, you can lower your tax bill and reinvest those savings into your portfolio. Curious if it’s a good fit for you? Check out the breakdown in our post, and send us a message to talk strategy!

October 29, A tribute to the unclaimed spirits or spirits without families. Another candle is lit and a cup of water is put on the ofrenda 🕯️

Don’t forget to bring in a picture of your loved one to put on our Ofrenda

October 28

The first candle is lit and a white flower is put on the altar for all the lost souls🕯️

Day of the Dead is Here!

The celebration begins and I am excited to share with you this beautiful Mexican Tradition. October 27th is when our beloved Pets Arrive. Returning to Visit their Home!

I Miss You April!

He is an Angel!

Fernando Valenzuela’s impact in Southern California and throughout his native Mexico cannot be understated. His dominance during his rookie season instantly made him a beloved figure for the Dodgers organization while also opening the door for generations of new baseball fans.

As a member of the 1991 Angels, we join the baseball community in mourning the loss of one of our game’s great ambassadors and extend our deepest condolences to Fernando's loved ones, the entire Dodgers organization and their fans.

We are deeply saddened to hear of the passing of former Dodgers great Fernando Valenzuela.

“Fernandomania” swept through baseball in 1981 when the 20-year old rookie sensation began the season 8-0 with a 0.50 ERA. The lefthander capped off his incredible year by winning both the NL Rookie of the Year and Cy Young Awards while helping lead Los Angeles to a World Series title.

Valenzuela pitched 17 Major League seasons, was a 6-time All-Star, and has the most wins (173) and strikeouts (2,074) of any Mexican-born pitcher.

He spent the last 22 years as a Spanish language broadcaster for the Dodgers, who retired his No. 34 in 2023.

He was 63.

Ready to take the first step towards achieving your goals? Follow this simple, step-by-step guide to get started on planning, setting, and reaching your financial goals.

At JCV Wealth Management, we believe financial success starts with a clear roadmap. Whether you're just starting out or refining your current strategy, here’s the simple cycle we follow to help you achieve your goals:

1️⃣ Set Clear Goals – What does financial freedom look like for you? Defining your vision is the first step.
2️⃣ Assess Your Current Situation – Understanding where you are today is key to building strategies that will work for your financial future.
3️⃣ Create a Plan – Together, we design a customized strategy that aligns with your goals.
4️⃣ Implement the Plan – A solid plan is nothing without action. We’ll guide you through the process, step by step.
5️⃣ Track and Adjust – Life changes, and so should your plan. Regularly reviewing your progress ensures you're always on track.

No matter where you are in your financial journey, we’re here to help you move confidently toward your future. Ready to get started? Reach out today for a personalized consultation. And don’t forget to follow us for weekly tips and insights with !

12! He Turns 12and I have no idea how it happened. I am so Proud of you Little Man. I wish him the Best and All the Blessings in the World. Que Diosito te Protega Hoy y Siempre! I Love You Buddy. #12