Tribox Private Wealth
601 Heritage Drive, Jupiter, FL 33458
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Tribox Private Wealth, located at 601 Heritage Drive in Jupiter, Florida, is a finance institution that focuses on the pillars of cash, protection, and investments to secure and build sustainable wealth for its clients. With a commitment to exceptional client service, Tribox Private Wealth offers personalized advice, 24/7 account access, and concierge-level support. The institution helps clients assess their protection plans, health care needs, tax liabilities, and estate planning to create customized financial plans. The team at Tribox Private Wealth believes in putting client interests first and stewarding both wealth and wellbeing. Securities are offered through LPL Financial, while investment advisory services are offered through NewEdge Advisors, LLC. The institution believes in the importance of having protection in place to minimize the financial impact of unexpected events, allowing clients to have confidence and clarity when making investment decisions. Through the ELITE Roadmap™, clients are guided through the process of creating a fully implemented multi-generational financial plan personalized to their individual needs and goals.
Reviews
"I've had John handling my investments for a long time. I am thrilled with his service and performance. If you're looking for a family-oriented, yet professional CFP, feel confident in John and his team!"
"John Rojas and Tribox are a family oriented company that you can trust with your investments. John has been handling our investments for 20+ years with stellar results. We highly recommend John Rojas to handle all of your investment needs."
"Have been with John for over 10 years and very satisfied and happy to make the move with him to LPL."
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