Jonathan has gained personal insights through the years that he brings to his firm. He says, “Private wealth management should revolve around transparency, empowerment, and excellent service, and with the Triumph Process, we believe it does. We help our clients assess what is truly important to them, take an inventory of where they are currently at in order to draft an actionable and accountable strategy to help them achieve their desired results. Money alone is meaningless, but the good you can do with money is what makes a difference. That’s why we believe finding your purpose is paramount and, ‘Private Wealth with Purpose’ is our company keyphrase.”

Triumph Private Wealth is a registered investment advisor and financial planning firm headquartered in Orlando, Florida, with clients across the United States. Jonathan says, “TPW serves as advisor partners to people who prefer to make their financial decisions based on actionable and accountable strategies, not sales agendas. Succinctly put, we show up as leaders with a heart to serve, not an intent to sell.”

Jonathan is passionate about transforming wealth management through personalized, forward-thinking solutions, and he started Triumph Private Wealth as an independent firm free of agendas. His goal is to transform lives. “I have a firm belief that people need to question the purpose behind the process. I feel strongly that when people are able to clean up and clear up their financial lives, they are freed up to live their lives with purpose. In other words, we want our clients to design a life they want to live, and together we will design their financial plan to reduce the friction and time delay that stands in their way.”