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Chaves Wealth Management Group profile Picture

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jose A. Chaves  Profile Picture

    Jose A Chaves

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • DC
    • FL
    • NY
    • PR

    I began my career in the financial services industry in 1985 and came to UBS in 1988, after a tenure at North P.R. Local Development. Over the past 24 years, I have helped my clients take advantage of all types of market situations and manage risk wisely to meet their financial goals and objectives. I have been a member of the UBS recognition club since 1993. Recently my son, José Chaves, has teamed up with me to create the Chaves Wealth Management Group. Our goal is to fully understand each of our clients’ risk tolerance and long term goals in order to develop a sound investment plan.

    We focus on a comprehensive analysis of our clients’ assets while developing diversified investment strategies that incorporate a wide range of investment products. We also help them with financial and retirement income planning, structures for charitable giving and estate planning. I am FINRA-registered and hold Series 7, 63 and 65 securities licenses as well as licenses for life, accident and variable annuities. I am registered in California, Florida, New York and Puerto Rico.

    I graduated from the Academia del Perpetuo Socorro, hold a Bachelor’s degree in Management from Boston University and a Juris Doctor from the InterAmerican University of Puerto Rico. I live in San Juan with my wife Liliana Franceschini and enjoy boating and water skiing with my sons José and Ricardo.

          250 Munoz Rivera Avenue
          A.I Plaza, 16th Floor
          San Juan, PR 00918
        • Jose E. Chaves  Profile Picture.

          Jose Chaves

          Financial Advisor

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          • DC
          • FL
          • MA
          • NH
          • NY
          • PR
          • VI

          In 2010 and 2011, I participated in the UBS Summer Internship Program in Puerto Rico as a Financial Advisor in training, an opportunity that allowed me to acquire broad experience in the financial industry. I joined UBS full time in 2012, by teaming up with my father José A. Chaves to create the Chaves Wealth Management Group. My goal is to ensure that our clients are getting the services they expect from our team. I concentrate on designing personalized, need—based strategies for my clients.

          With our clients, we focus on a comprehensive analysis of their assets while developing diversified investment strategies. We also help them with financial and retirement income planning, structures for charitable giving and estate planning. I am FINRA-registered and hold Series 7 and 66 securities licenses as well as licenses for life, accident and variable annuities.

          I have a Bachelor’s degree in Accounting and Finance from the Villanova University in PA. I enjoy boating, boxing, reading and traveling.

                250 Munoz Rivera Avenue
                A.I Plaza, 16th Floor
                San Juan, PR 00918

              What did the Fed say?

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

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              As of 06/30/2022

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