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WealthPro
Your Partner in wealth.
TM
We focus our service on building a comprehensive statement of an individual or a family's long-term objective for security and growth. Wealth plans are created by Independent International Certified Financial Planners.
Personalize your portfolio, get expert advice & plan all your finances.
Wealth Management for you and your family
Whether you have a specific need such as looking for a better rate for your car or buying a new house; or considering building your own retirement fund or creating wealth, we make sure you are our top priority.
International Certified and Licensed Wealth Managers
Comprehensive Financial Planning,
Cash Flow, Tax and Other Financial Requirements
Local and Global
Investment Solutions
Comprehensive Protection & Estate planning
Personalize
Wealth Management solutions
San Josè & Partners Premier Service
We help our clients improve their quality of life by combing our knowledge in Personal and Corporate Finance, Legal Advisory, Accounting, and Management. We make sure we help our clients define and achieve their goals- Personal- Career- Financial or most often all of the above.
99.9%
Success rate for clients
In solving problems, setting goals and helping improve lives.
500+
Clients solved.
Making strategies, key decisions and designing process and strategies.
9+
international Certifications
& Licenses
Financial Planning, Corporate Finance, Brokerage, Financial Advisory, Non life, Healthcare and Consultancy
8+
Years Experience
In Financial Planning , Asset Management and Counseling since 2012
Benefits at a Glance
Access to your own Exclusive
Premier Client Portal and Free Financial Planning software
Dedicated Certified Wealth
Management Experts
Exclusive Investment Insights
from San Josè & Partners Experts & Consultants
Access to Local and
International Funds
Customize the right plans for your portfolio.
Relationship Balance under management with SJ&P at Php 15 Million Pesos + VIP Approved Healthcare Coverage
Understanding
TM
WealthPro
WealthPro is the exclusive premier service of San Josè & Partners. It involves getting together different aspects and identifying what is best for the client.
It is different from insurance planning as it answers issues such as:
Cash flow management
Business analysis
Tax Planning
Investment analysis
Trust and Estate Planning
International Healthcare Services
and other financial requirements
Personal | Family
Get Started Now
Please complete the form below and we will get in touch with you within one to two business days.
