"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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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."

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Helpful Content

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

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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Client

Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.

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Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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