About Us
Planning Futures
For years we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance , accounting & real estate experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Our Services
Investment Consulting
The most valuable service J Alpha Specialist can offer to clients is property consulting and industry sound advice to guide them along their property investment journey. We understand the challenges that are faced when purchasing property, whether it is for investment or to live in. This is why we offer our expertise and knowledge. Through advice on how to build successful property investment portfolios and optimize property assets, we aim to help clients reduce risks and achieve financial independence.
Financial Planning
Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals – and the first step is to make sure you have access to the right advice. Working with a professional financial planner can give you confidence and peace of mind that your financial future is secure.
Accounting Services
J Alpha Specialist provides comprehensive tax and accounting solutions to both our international and local customers. We offer prudent taxation advice and enable our customers to make well-informed decisions. As registered tax agents and certified public accountants, we cater to the needs of businesses and individuals.