"Look beyond job titles and wealth to truly see the person seeking our guidance." -Jimmy Lee

"Our goal is simple: For you to be better with us than without." - JTL Wealth Partners Guiding Principle

"Regardless of your Life Phase, we can Empower Your Future by being here for the beginning of your JOURNEY, acting as a Guide through TIME and striving to become your Wealth Partner as you build your LEGACY."

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"We strive to become your Trusted Guide so that together we become Wealth Partners." - Team Mission

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Want to talk now?

Don't hesitate to reach out - we are here for you. For now, we can meet via a Conference Call or Video Call at your convenience.

Need to be Rescued from your Current Advisor?

We Offer:

Comprehensive Perspective
Personalized Approach
NO Cookie Cutter Portfolios
Discretion to act on your behalf
Adaptable portfolios
High Tech without losing Human Touch

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

How We Work with You

Wealth Management Planning

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Comprehensive Wealth Management

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Estate Planning Strategies

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Business Owners

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Corporations

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Collaborating with Clients

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."