From Overwhelm and Uncertainty to Clarity and Confidence
From Overwhelm and Uncertainty to Clarity and Confidence
From Overwhelm and Uncertainty to Clarity and Confidence
Financial guidance for Business Owners and Professionals wanting less noise
and a clearer path to retirement with lower taxes
Financial guidance for Business Owners
and Professionals wanting less noise,
lower taxes, and a clearer path to retirement.
Financial guidance for Business Owners and Professionals wanting less noise and a clearer path to retirement with lower taxes
Services
Services
Foundations
Review
Foundations
Review
Foundations
Review
Foundations
Review
IDEAL FOR :
Those exploring the benefits of financial planning and advice
Those exploring the benefits of financial planning and advice
Those considering an advisor change
Those considering an advisor change
DIY investors seeking a professional to validate their approach
DIY investors seeking a professional to validate their approach
Recent graduates looking to establish their financial foundation as they begin their careers
Recent graduates looking to establish their financial foundation as they begin their careers
Wealth & Retirement
Foundation Planning
Wealth & Retirement
Foundation Planning
IDEAL FOR :
Corporate professionals in management and executive roles seeking guidance for tax-efficient wealth and income management
Corporate professionals in management and executive roles seeking guidance for tax-efficient wealth and income management
Small business owners seeking financial guidance while focusing on business growth and success
Small business owners seeking financial guidance while focusing on business growth and success
Pre-retirees & Retirees looking to establish a solid financial foundation for retirement
Pre-retirees & Retirees looking to establish a solid financial foundation for retirement
Why work with me?
Holistic Financial advice
Get personal finance advice not just on investments, but also on cash flow management, insurance, taxes, education funding, debt management, retirement, and estate planning. You don’t need to have investment assets to begin working with me.
Diligence & Education
Decision-making Framework
Flexible Service Models & Fee
Independent & Fiduciary
Why work with me?
Holistic Financial advice
Get personal finance advice not just on investments, but also on cash flow management, insurance, taxes, education funding, debt management, retirement, and estate planning. You don’t need to have investment assets to begin working with me.
Diligence & Education
Decision-making Framework
Flexible Service Models & Fee
Independent & Fiduciary
Why work with me?
Holistic Financial advice
Get personal finance advice not just on investments, but also on cash flow management, insurance, taxes, education funding, debt management, retirement, and estate planning. You don’t need to have investment assets to begin working with me.
Diligence & Education
Decision-making Framework
Flexible Service Models & Fee
Independent & Fiduciary
Why work with me?
Holistic Financial advice
Get personal finance advice not just on investments, but also on cash flow management, insurance, taxes, education funding, debt management, retirement, and estate planning. You don’t need to have investment assets to begin working with me.
Diligence & Education
Decision-making Framework
Flexible Service Models & Fee
Independent & Fiduciary
About Me
About Me
Jay Adivaraha is a dedicated financial advisor who brings diligence, persistence, and strategic approach to helping clients tackle a range of financial challenges and achieve their financial goals.
Alongside managing investments, he provides tailored strategies in insurance, education funding, debt management, tax planning, retirement planning, and estate planning—ensuring clients have customized solutions and a holistic plan for their financial future.
Jay Adivaraha is a dedicated financial advisor who brings diligence, persistence, and strategic approach to helping clients tackle a range of financial challenges and achieve their financial goals.
Alongside managing investments, he provides tailored strategies in insurance, education funding, debt management, tax planning, retirement planning, and estate planning—ensuring clients have customized solutions and a holistic plan for their financial future.
Let’s Talk.
Let’s Talk.
Schedule a time to connect and learn more about how I can help you.
Schedule a time to connect and learn more about how I can help you.
Schedule a time to connect
and learn more about how I can help you.
Schedule a time to connect
and learn more about how I can
help you.
CONTACT
Jay Adivaraha, Ph.D.
Wealth Foundation Solutions, LLC
Email: jay@wealthfoundationsolutions.com
Copyright 2025 Wealth Foundation Solutions, LLC • Investment Advisory Services offered through Bellwether Investment Group, LLC. Read Disclosures. Website Designed & Developed by Studio Burfi
CONTACT
Jay Adivaraha, Ph.D.
Wealth Foundation Solutions, LLC
Email: jay@wealthfoundationsolutions.com
Copyright 2025 Wealth Foundation Solutions, LLC • Investment Advisory Services offered through Bellwether Investment Group, LLC. Read Disclosures. Website Designed & Developed by Studio Burfi
Copyright 2025 Wealth Foundation Solutions, LLC • Investment Advisory Services offered through Bellwether Investment Group, LLC.
Read Disclosures.
Website Designed & Developed by Studio Burfi
CONTACT
Jay Adivaraha, Ph.D.
Wealth Foundation Solutions, LLC
Email: jay@wealthfoundationsolutions.com
Copyright 2025 Wealth Foundation Solutions, LLC • Investment Advisory Services offered through Bellwether Investment Group, LLC. Read Disclosures. Website Designed & Developed by Studio Burfi