Slide 1: Mike Tursi Slide 2: Jayson Pocius
Mike Tursi and Jayson Pocius
Many big banks and financial firms are guilty of treating their clients like numbers rather than showing them the care and respect they deserve—an unacceptable practice according to Mike Tursi and Jayson Pocius. Determined to create a better and more personal experience for their clients, the duo co-founded J.M.Equity Advisors, an independent, boutique financial advisory firm specializing in private wealth, asset, and liability management services. Since its establishment in August 2019, the Chicago-based firm has provided personalized, goals-based planning and guidance to its growing clientele of nearly 200 business owners, high-net-worth individuals, corporate executives, and their families.
Instead of working strictly as financial advisors, Mike and Jay think of themselves as personable relationship managers who go above and beyond to engage in the lives of their clients. “Everyone wants to make money, but most people care a lot more about the futures of their children and grandchildren. Unfortunately, while the clients may be thinking about multigenerational wealth, their advisors are failing to have those conversations with them,” Jay explains. In contrast, J.M.Equity Advisors and their partners take the time to get to know what matters most to each of their clients. They create a personalized financial plan tailored to each person’s unique life goals, schedule frequent reviews to ensure everyone is on track to meet their objectives and risk tolerance, and provide holistic, big-picture advice throughout each client’s financial journey. “As we’re planning for their portfolios today, we’re also helping them plan for decades down the line,” says Mike. “Our approach allows our clients to fully understand the long-term ‘why’ behind every strategy we implement and how it will impact their family’s welfare for generations to come.”
At J.M.Equity Advisors, clients are also provided with peace of mind. Mike and Jay take a proactive financial planning approach with every conversation and meeting so that no matter what happens in the future—whether an economic recession, pandemic, or unique client situation—they already have a plan in place to minimize the effects. The team’s experience in developing goals-based, results-driven strategies not only enables clients to pursue long-term financial success but to also transfer their wealth seamlessly to future generations.
Michael Tursi, a founding partner at J.M.Equity Advisors, provides personalized wealth management guidance to individuals, families, and business owners through holistic, goals-based wealth management strategies. He is experienced in developing comprehensive, results-focused financial plans that enable clients to accumulate, protect, and transfer wealth in all types of economic environments. His areas of focus include retirement planning, estate planning, wealth protection strategies, education funding, and business advisory services. Michael’s tailored approach to wealth management combines investment experience and insights with detailed knowledge about his clients’ investment objectives and long-term goals as well as their personal interests and passions. A Chicago-native, Michael earned a Bachelor of Science in Psychology from Western Illinois University as well as a Master of Business Administration in Finance from Loyola University Chicago.
Jay R. Pocius is the managing partner at J.M.Equity Advisors. He holds deep experience in developing comprehensive, results-focused wealth management strategies that enable clients to accumulate, preserve, and transfer their wealth. His multi-generational investment planning approach allows him to build relationships with his clients and their families and to give them the clarity, confidence, and advice necessary for planning the responsible stewardship of family wealth over generations. Jay handles each client relationship with an elevated level of care, coupled with inimitable service. Because he believes clients deserve a full “meat around the bone” conversation, he goes beyond the bare-bones questions to fully understand their complete financial picture and to ensure generational wealth is sustainable. A Chicago-native, Jay earned a Bachelor of Science degree in finance from Roosevelt University and a Master of Business Administration degree in finance from Loyola University Chicago.
Mike Tursi, Partner
Jay R. Pocius, Managing Partner
Investment Products and Services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member FINRA/SIPC. J.M.Equity Advisors is a separate entity from WFAFN.