Like many of us, you have a busy life, working hard to provide for yourself and loved ones. To successfully manage your financial life requires not only time and research, but coordination with professionals such as CPAs, attorneys, insurance agents, bankers, human resources, etc. …..the list goes on. It can be time consuming to keep everyone on the same page focused on the same strategy.
When you partner with our advisors, you not only gain a coordinator who can work with these professionals for you, but a full-time facilitator whose job it is to stay informed with your financial plan - monitoring market trends, legislative changes, and up-to-date approaches for keeping your strategy fresh and effective.
At JTL Wealth Partners, we have varied backgrounds: we have career advisors, MBAs, former business owners, and healthcare industry professionals, just to name a few.
All of our advisors are licensed with Series 7 and 66. Please view our team page to see other certifications and designations our advisors hold.
Some clients seek us out because they do not know what to do and do not have the time for the necessary research. Others seek us out because they know what to do but do not have the time. Either way, clients choose us because they need a partner – a wealth partner, a JTL Wealth Partner.