With a financial plan, you can organize your money in a way that reduces stress and builds success. In your personal finances, it acts as the financial roadmap to your long-term financial goals. As an entrepreneur, your plan is there to direct your business growth for long-term viability. Financial planning becomes much more complex if…
Jay Willwerth, ChFC®
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With a background in accounting and finance, Jay has been providing his knowledge and expertise in financial planning and wealth management for successful individuals, families and corporate executives for nearly three decades.
Since joining Finivi in 2001, Jay has served on the firm's executive team and is an integral member of the investment committee, coordinating investment research, monitoring existing strategies, and conducting ongoing portfolio reviews with the firm's top clients. He has also been instrumental in the firm's rapid growth in its assets under management and its virtual fee-based financial and retirement planning programs.
Jay is a graduate of Bentley University with both a BA in Economics/Finance and a AS in Accounting. He also has earned the Chartered Financial Consultant Designation (ChFC) from the American College, and went on to teach the American College's Estate and Business professional development courses for many years.
He has also been a frequent speaker on business succession strategies, estate planning, estate planning for blended families, investment management, and retirement planning topics for the public, closely-held corporations, industry groups and membership organizations.
Jay has coached for the Boston Area Youth Soccer league, as well as youth soccer, softball and basketball. He and his wife Barbara and their two daughters live in Hopkinton, MA.
Recent Articles by Jay:
17 Tax Savings Tips for Small Business Owners
Small business owners know how stressful it is when tax season comes around. This year, don’t wait until the last minute. Start now to get your business records organized in time to prepare your tax return. The tips below can help you get more organized, save on tax preparation costs, and potentially lower your overall…
How Interns Accelerate the Growth of Your Business
Growing your business means investing in key staff. Before you jump into the hiring process, you may want to consider hiring an intern to strengthen your team. With 75% of college students graduating with at least one internship, the intern talent pool has never been better. Whether they’re pursuing a degree or fresh out of…
Do I Have What it Takes to Run a Small Business?
Whether you’re thinking of starting your own business or are already running one, you may wonder if you have what it takes to make it successful. With nearly 50 percent of all new businesses failing within their first five years of operation, you have good reason to be cautious. If you have the right combination…
Hiring Family: A Guide For Small Business Owners
Hiring the right employees is key to running a successful company, but finding them and retaining them isn’t always easy. As a small business owner, you’ll probably consider hiring a family member to work for you at some point. Maybe you need an extra set of hands on short notice. Maybe they really need a…
Should You Accept Equity Compensation in Lieu of a Higher Salary?
Dreaming of getting rich? To increase your chances of that dream coming true, you may want to consider equity compensation rather than focusing entirely on earning a higher salary. Think about the billionaires in the world. How did they make their wealth? Almost all of them got their high net worth from equity stakes in…
