5700 Tennyson Parkway
"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."
"We strive to become your Trusted Guide so that together we become Wealth Partners." - Team Mission
Don't hesitate to reach out - we are here for you. You can schedule a call with us by clicking on the link below to either contact us directly or schedule a time that suits your schedule.
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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 my foundation of success.
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Market Month: February 2020