Wealth Building
Building wealth starts with proper planning at every stage of your life.
100
%
Fiduciary Duty
75
Years Combined Service
96
%
Paperless Onboarding
100
%
Tailored Investments
J.D. Pellecchia
CEO/FOUNDER, CFP®, CIMA® CKA®
Financial freedom: the liberty to do, be, give, and have all that you dream of for your family, and a lasting legacy to the generations that follow.
The Florida State University College of Business has recognized J.D. with the 2020 Accounting Alumni Achievement Award. Each recipient is selected based on their professional achievements, service, and impact on their community, involvement in other philanthropic activities, and support of Florida State University. Click here to learn more about the award criteria.
Check J.D.’s background on FINRA’s BrokerCheck.
Services
Significance Discovery
Re-think retirement and pursue living into your significance.
Legacy Planning
Help protect what matters most to you and your family.
The Power of Biblical
Financial Stewardship
Imagine how your financial life could be transformed by applying God’s truth to your financial decisions.
