"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
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.
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.
Curated articles, videos, and more for a more financially savvy you.
The Lowdown on Those Free Credit Scores
Raising Healthy Children
Should You Borrow from Your 401(k)?
You Would Rather Be...