BlackBelt Wealth Advisory

BlackBelt Wealth Advisory BLACKBELT WEALTH ADVISORY IS A NEW YORK-BASED FIRM THAT HELPS ENTREPRENEURS ACHIEVE THEIR GOALS. USI Founder, J.R. J.R.

is a CERTIFIED FINANCIAL PLANNING™ practitioner who began his career working at Empire Wealth Strategies. Most recently, he branched off to start BlackBelt Wealth Advisory. utilizes a unique approach and methodology called Financial LIFE Planning™, which connects the dots between our financial realities and the lives we long to live.

Did you know most investors hold portfolios that are either over-concentrated or poorly diversified without realizing it...
10/09/2026

Did you know most investors hold portfolios that are either over-concentrated or poorly diversified without realizing it? A portfolio review with BlackBelt Wealth Advisory reveals gaps and opportunities you may be completely missing.

Did you know that investment fees, even small ones, can erode hundreds of thousands of dollars from your portfolio over ...
10/07/2026

Did you know that investment fees, even small ones, can erode hundreds of thousands of dollars from your portfolio over a lifetime of investing? BlackBelt Wealth Advisory helps you identify and minimize unnecessary costs.

A portfolio that was right for you five years ago may not be right for you today. BlackBelt Wealth Advisory conducts tho...
10/05/2026

A portfolio that was right for you five years ago may not be right for you today. BlackBelt Wealth Advisory conducts thorough portfolio reviews to ensure your investments always reflect your current goals and life stage.

Stop guessing whether your investments are truly working for you. BlackBelt Wealth Advisory brings clarity and strategy ...
10/02/2026

Stop guessing whether your investments are truly working for you. BlackBelt Wealth Advisory brings clarity and strategy to your portfolio. Call 201-522-6010 or visit https://www.blackbeltwealthadvisory.com/.

Did you know that rebalancing your portfolio regularly can improve returns and reduce risk over time? BlackBelt Wealth A...
09/30/2026

Did you know that rebalancing your portfolio regularly can improve returns and reduce risk over time? BlackBelt Wealth Advisory monitors and adjusts your allocations so your portfolio stays on track no matter what markets do.

Life
09/29/2026

Life

Did you know that without a proper estate plan, state law — not you — decides how your assets are distributed after you ...
09/28/2026

Did you know that without a proper estate plan, state law — not you — decides how your assets are distributed after you pass? BlackBelt Wealth Advisory helps you take control and protect what you have built for your family.

Estate planning is not just for the wealthy. Anyone who owns assets, has dependents, or wants to leave a legacy needs a ...
09/25/2026

Estate planning is not just for the wealthy. Anyone who owns assets, has dependents, or wants to leave a legacy needs a plan. BlackBelt Wealth Advisory makes the process clear, manageable, and aligned with your wishes.

Protecting your family's financial future starts with a solid estate plan. BlackBelt Wealth Advisory is here to guide yo...
09/23/2026

Protecting your family's financial future starts with a solid estate plan. BlackBelt Wealth Advisory is here to guide you every step. Call 201-522-6010 or visit https://www.blackbeltwealthadvisory.com/.

Did you know that beneficiary designations on your retirement accounts and life insurance policies override your will en...
09/21/2026

Did you know that beneficiary designations on your retirement accounts and life insurance policies override your will entirely? BlackBelt Wealth Advisory reviews all designations to ensure your estate plan works as intended.

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2 Park Avenue, STE 300
New York, NY
10016

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