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We build
lifelong relationships.

JVL Wealth Strategies clarifies the complex to help you confidently make informed financial decisions. Drawing from nearly three decades of time-tested experience, we develop tailored wealth strategies, manage asset growth, and coordinate your team of advisors to proactively ensure financial security for the long term. Our sophisticated and personalized strategies involve everything from financial, tax, and estate planning to risk management, charitable giving, and multi-generational gifting. We are here to walk alongside you and your family in every step of your financial journey. Feel free to give us a call; we’d love to talk to you.

 

Who We Serve

Family-Owned Businesses
Family-Owned Businesses
We realize the amount of time and effort that goes into growing a family business.
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Professionals and Executives
Professionals and Executives
We save you time while helping you achieve your long-term financial goals.
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Life Changes
Life Changes
Major life events often come with financial decisions.
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We understand that your time is valuable. By removing the burden of financial management, you can create more time for your family, career, and community. Together, we help you enjoy what you’ve worked hard to achieve now while safeguarding your financial future.

 

Our Services

Financial Planning
Financial Planning
We provide a personalized, objective, and comprehensive approach to financial planning.
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Investment Advisory
Investment Advisory
We develop custom investment strategies that match your financial plan and puts your money to work.
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Wealth Management
Wealth Management
We help grow and protect your wealth while aligning the financial interests of your life with your legacy.
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Our Values