"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."

Learn More

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

Learn More

Let's Talk About Your Financial Future.

JTL Wealth Partners offers video conference meetings at your convenience or phone call appointments.

Intelligent Financial Guidance For Your Journey.

We Offer:

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

Contact Us Today For A Portfolio Review

Partners You Can Trust

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

Learn more

Comprehensive Wealth Management

Learn more

Estate Planning Strategies

Learn more

Business Owners

Learn more

Corporations

Learn more

Collaborating with Clients

Learn more

Test Your Investment IQ

Investing in financial markets has become more popular and easier than ever. But many Americans don’t have the right knowledge or tools to maximize their investing potential, or effectively invest. Find out where your knowledge ranks by taking JTL Wealth Partners’ brief assessment.

Have a question? We're ready to help.

Name

Email

Address

Phone

Message

Thank you!

Oops!

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Learn More

Surprises

Making the most of surprises is a great reason to work with us.

Learn More

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Learn More

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Learn More