Jana Lavanway

About Jana Lavanway

Juncture Wealth Strategies is a independent investment firm with institutional resources,…

Experience

1. Senior Wealth Advisor

   Juncture Wealth Strategies, Llc

   Sep 2020 — Present

   As a 25 year veteran of the financial services industry, my goal is to help my clients achieve their hopes and dreams through partnering with them to navigate markets and financial concerns. At Juncture Wealth Strategies, a Registered Investment Advisor (RIA), we work with a variety of successful clients through a team approach with professionals skilled in every facet of wealth management and adhering to the fiduciary standard. We customize portfolios for each client, and use specific strategies to target growth, mitigate downside risk, and address taxes along the way. Because we are an independent firm, we are not bound to any products or companies, so we can truly act in our client’s best interest. Our scope of services include:* Investment Management * Financial Planning * Retirement and Income Planning * Tax Planning * Estate, Wealth Transfer, and Trust planning * Philanthropy * Business planning and Retirment Plans * Banking and lending solutions

Education

• Miami University

  BA, Communications

• The Ohio State University Fisher College of Business

  Certification in Executive Financial Planning