Jaco Jordaan, CFP^®

CFA, EA, CAIA

Wealth Manager

Riverchase Wealth Management

Virtual
Upper St Clair, 15241-2905

FINANCIAL ADVISOR'S WEBSITE

https://www.riverchasewealth.com/upper-st-clair-financial-advisor/

(412) 852-4433 CONNECT WITH Jaco

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are a fee-only investment advisor. The fees clients pay are completely transparent and not determined by commissions on specific financial products. This allows us to provide objective recommendations in the best interests of our clients.

Minimums

HOUSEHOLD INCOME MINIMUM

$250,000

Investable Asset Minimum

$500,000

My Links

Riverchase Wealth Management

Schedule Intro Call

General

Jaco Jordaan is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Riverchase Wealth Management in Upper St Clair, and the surrounding communities.

Financial Advisor Overview

I started my career in financial services in 1996. Over the past nearly 30 years, I've held corporate positions in operations, financial planning and investment management. In 2016, I resigned my position as Chief Investment Strategist at a national broker/dealer to work directly with executives, families and retirees. At Riverchase Wealth, we guide clients along the path to financial independence through comprehensive planning, tax management and investment management.

Financial Advisor Experience

For a detailed history of companies and roles held, please see my LinkedIn profile nearby. As a client evaluating potential planners, the short of it is I have extensive experience in financial services which today allows me to guide clients to make better financial decisions.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Chartered Financial Analyst (CFA)
Chartered Financial Consultant (ChFC^®)
Other - EA

Broker-Dealer Disclaimer

Riverchase Wealth Management is a SEC registered investment advisor.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances