Helping Black Professionals Retire Comfortably
25+ years helping teachers, city/government workers, and small business owners retire.
About Me
From the Housing Projects to Retirement Planning for the People
Hi! I’m James Veal – a financial advisor who’s been helping Black Americans build wealth for over two decades. Growing up in a Philly housing project taught me the value of hard work, hustle, and hope. But I also saw what happens when our people are left out of the financial conversation. Today, I help Black employees/individuals nearing retirement create clear, powerful financial plans to retire comfortably, stress-free and peace of mind.
We are here to help
Services Offered
JRV Wealth Management offers a variety of services for its clients.
Late-Start Retirement Planning
I create realistic "catch-up" strategies for Black professionals who started saving late, showing them how to make the most of the time and resources they have left.
Maximizing Pensions & DROP Programs
For teachers, city workers, and government employees, I help analyze pension options and maximize DROP benefits so you don't leave money on the table.
401(k), 403(b), 407 Investment Guidance
I review workplace retirement accounts, optimize contributions (especially catch-up contributions for those over 50), and simplify confusing investment choices.
Retirement Planning for Entrepreneurs
I assist Black entrepreneurs and self-employed professionals in setting up SEP IRAs, Solo 401(k)s, or other retirement plans without employer benefits.
Financial Literacy & Personal Coaching
Through one-on-one sessions, monthly seminars, and workshops, I teach the financial basics most of us were never shown, empowering clients to make smarter decisions.
Our Happy Clients!
Your Retirement Plan Starts Here
Don't leave your retirement to chance. Take this free 2-minute quiz and see exactly where you stand.
Contact Us
Address
1515 Market Street - 12th Floor - Philadelphia, PA 19102
James@JamesVeal.com
Phone
215-854-6308