We are here
to serve you.
JVL Wealth Strategies provides you with financial peace-of-mind. Whether you’re a business owner, professional, executive, or have recently experienced a life-changing event, we listen first to gain a sound understanding of your unique financial position and goals. Our relationships are built on a foundation of integrity, expertise, and execution. Providing you with the highest level of proactive service to achieve your goals and objectives is our top priority.
Family-Owned Business
We realize the amount of time and effort that goes into starting, managing, and growing a family business. We support you by developing custom financial strategies that integrate all of the moving pieces. By integrating your business goals with your personal goals and considering your financial, tax, and estate planning needs, we can help plan, organize, and maximize your financial situation. We understand that time is limited and will coordinate with your team of advisors and professionals to ensure your financial strategy is executed so that you can focus on growing your business. When the time comes to pass your business to the next generation or sell, we have the experience to help with your decisions and protect your family’s wealth.
Professionals and Executives
Whether you’re in your prime earning years or nearing retirement, we save you time while helping you achieve your long-term financial goals. We recognize that there are a variety of moving pieces in your financial life. First, we listen to get to know you and understand your unique financial position and objectives. Then, we create custom, tax-efficient strategies that take into account everything from cashflow to deferred compensation and stock options and retirement assets. We will clarify your complex financial situation so that you can confidently make informed decisions and focus your time on your family, work, and community.
Life Changes
Whether you are preparing for retirement, receiving an inheritance, going through a divorce, or coping with life after the loss of a loved one, major life events often come with financial decisions. We will learn about your unique situation and goals and develop a strategy tailored for you. We understand you may have questions. We are here to provide clarity and education so that you can confidently make informed decisions and ensure the prudent use of your resources. Our strategies will minimize taxes and incorporate an investment philosophy that will allow you to maximize the use of your assets now while helping you define the impact of your wealth on future generations and the causes that are important to you.
