At JTL Wealth Partners, we:
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We were founded in 1994 and have over 50 years of combined experience providing financial planning and asset management to our clients. We are licensed in 26 states.
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JTL Wealth Partners is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by individuals and families. We help our clients achieve new levels of financial discipline by aligning their desires and financial goals.
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Our holistic planning and investment approach reduces complexity in our clients’ lives while helping to manage and preserve their assets. Our advisors create highly organized, custom financial plans and ensure each plan is implemented fully and accurately. As valued advisors, we adhere to the highest standards of integrity, serving our clients as a stable, reliable anchor and sounding board throughout their lifetimes.
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Deliver a team of credentialed, educated, experienced and action-oriented advisors that have obtained industry designations focused on tax-efficient retirement planning & investment management such as :
CFP® - CERTIFIED FINANCIAL PLANNER®
CPA - Certified Public Accountant
AIF® - Accredited Investment Fiduciary
CMFC® - Chartered Mutual Fund Counselor
CWS® - Certified Wealth Strategist
- Can coordinate financial planning, estate planning, investment management and risk management, all in-house.
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Do not offer proprietary mutual funds or hedge funds, thus avoiding a significant conflict of interest. We only select investment vehicles from the available universe of securities that we believe are best-in-class for our client’s needs, so our compensation is the same regardless of which investments we recommend.
