We are more
than financial advisors.
Our services start with you. We first learn about your unique financial position, goals, and concerns. Then, our team of experienced professionals helps you realize financial peace-of-mind by developing tailored wealth strategies with strong tax advantages. We provide you the right information so you can confidently make informed decisions.
JVL Wealth Strategies is a locally owned, independent business with no affiliation with any products or sales organizations. As fiduciaries, we provide independent and objective recommendations, and your best interest is our top priority.
From investment advisory and estate and income tax strategies to charitable giving or family gifting strategies, we partner with your team of attorneys, CPAs, and other professionals every step of the way, ensuring a coordinated and proactive implementation of your personalized wealth management strategies.
Financial Planning
We provide a personalized, objective, and comprehensive approach to financial planning. We listen to you, understand your goals, and carefully evaluate your current financial situation. Then, we use our knowledge and experience to develop a custom strategy and continuously monitor the ongoing results to ensure you achieve the long-term financial security desired to enjoy the rest of your life.
Investment Advisory
We develop custom investment strategies that match your financial plan and puts your money to work. Our tailored investment strategies fully integrate your entire personal balance sheet. Using three decades of experience, we manage each investment portfolio to be as tax efficient as possible, focusing on the risk and return on an after-tax basis. Our core investment philosophy is that diversification through asset allocation is the most important determinant of long-term risk and reward in a portfolio. We will leverage a mix of both passive and actively managed investments to meet your goals.
Wealth Management
We help grow and protect your wealth while aligning the financial interests of your life with your legacy. Our team of experienced professionals develop tailored, sophisticated wealth strategies with strong tax advantages. We gain an understanding of your entire financial picture and align your goals with your estate planning, charitable giving, family gifting, and risk management strategies. We work in tandem with your team of tax preparers, attorneys, bankers, and advisors to ensure your finances are proactively being directed toward the achievement of your goals. Leveraging our knowledge of gift and estate tax laws, we regularly advise clients on lifetime gifting strategies and non-traditional investments such as family investment companies. Together, we will grow and protect your wealth for future generations.
