About Jerry
With a distinguished career spanning over two decades in the financial industry, Jerry Aroneo is a highly respected wealth advisor known for his expertise, integrity, and dedication to his clients. Jerry has held prestigious positions at some of the world’s leading financial institutions, where he honed his skills and built a reputation for excellence.
Credentials and Experience
Jerry’s journey in financial services began on the government bond desk at L.F. Rothschild, where he gained invaluable experience in trading and investment management. He then transitioned to Bankers Trust Company, later acquired by Deutsche Bank, where he held several key roles, including Director, Financial Advisor, Head of Private Bank Brokerage, and Head of Fixed Income Trading at BT Brokerage Corp. His tenure at Deutsche Bank allowed him to develop a deep understanding of global markets and sophisticated investment strategies.
Jerry’s career trajectory led him to J.P. Morgan Securities, Inc., the wealth management division of J.P. Morgan, where he served as Executive Director and founded an elite investment team. His tenure at J.P. Morgan further solidified his expertise in wealth management and reinforced his commitment to delivering exceptional service and results for his clients. After his role at J.P. Morgan, Jerry also served as a Wealth Advisor at Citi Group Global Markets, Inc.
Jerry provides comprehensive financial planning and investment management services to high-net-worth individuals and families, corporate executives, entrepreneurs, family offices, foundations, and endowments, in the US and globally.
Client-Centric Approach
Throughout his career, Jerry has remained steadfast in his dedication to his clients’ financial success. He believes in taking a holistic approach to wealth management, understanding that each client’s financial situation is unique. By leveraging his extensive experience and deep industry knowledge, Jerry works closely with his clients to develop customized strategies that align with their goals, risk tolerance, and long-term objectives.
Life Relevant Financial Advice
My objective as your Wealthcare advisor is to inspire and guide you toward pursuing the life of your dreams. I will help you explore your highest aspirations and imagine the life you may have never thought possible before. And together, we’ll create your personal “Financial Strategies” plan.
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Why Wealthcare?
Established in 1999, Wealthcare Capital Management (Wealthcare) is a very different kind of a financial advisory firm. We pioneered a new way of providing financial life guidance, using Goals-Based Wealth Management. The cornerstone of our patented goals-based investing process is quite simply to help our clients, above all else, to make the most of their life.
We accomplish this by helping you understand and identify your most important life goals. And then we align your investments with those goals. Our process guides you through the myriad of changes in your life that will invariably require financial decisions. This is what we refer to as Financial Guidance for Life.
At Wealthcare, we measure our success in our clients’ fulfillment — one client at a time.
With our goals-driven investing approach, you will:
- Have your personal goals in complete alignment with your investments.
- Always know where you stand and we’ll present your progress reports in “plain” English.
- Have confidence in your ability to reach your goals, independent of market fluctuations and changing life circumstances.
Our Process
Wealthcare’s patented process is designed to help you reach your life goals, while minimizing unnecessary investment risk or needlessly sacrificing your life now.
Our process is dynamic and continual, as is life, and it will guide you through the entirety of your financial life.
MOST IMPORTANTLY, THE WEALTHCARE PROCESS IS YOU- DRIVEN. NOT MARKET DRIVEN. IT’S POWERFULLY SIMPLE. IT’S REFRESHINGLY CLEAR.
And it all STARTS WITH A GREAT CONVERSATION
A conversation that helps you to visualize your most important life goals
Dream Big
Do you like to travel? How will you pay for your children’s education? What exactly does “comfortable” retirement look like to you? You’ll cover these topics — and more — during our initial conversation.
We’ll use this conversation as a launching pad for creating your financial life plan. My objective as your Wealthcare advisor is to inspire and guide you toward pursuing the life of your dreams. I will help you define your life goals, and most importantly, will guide you toward achieving them.
But this is just a beginning. Wealthcare’s financial plan is not a “set it and forget it” tool. It’s a dynamic financial guidance system that evolves as your circumstances and financial markets change. I will continually monitor your plan against your changing life events and your investment portfolio, keeping the two in sync. Our software runs sophisticated market simulations, designed to monitor, measure and track your progress and report back to you with clarity.
Your Comfort Zone®
You will have confidence in your financial life plan because I will be constantly performing analytics in an effort to ensure your success. At Wealthcare, we call this being in the Comfort Zone. The Comfort Zone measures the probability of reaching your financial goals. And it also alerts you if you veer off course.
John & Ann's Confidence Level is 85%
Overfunded
Comfort Zone®
Underfunded
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This chart is for illustrative purposes only.
Stay on Course
The Wealthcare process is YOU-driven, not market-driven. As your circumstances, goals and priorities change, I will work with you to make appropriate adjustments. Whatever life events come your way — from expanding your family to buying a vacation home — I will monitor and measure each event against its financial impact on your plan.
