"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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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

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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

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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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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.

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Helpful Content

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

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

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Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

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To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

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