New Client Portal
April 22, 2021Tax Planning in 2021
April 28, 2021
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.
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
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.
Financial Planning
We provide a personalized, objective, and comprehensive approach to financial planning.
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Investment Advisory
We develop custom investment strategies that match your financial plan and puts your money to work.
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Wealth Management
We help grow and protect your wealth while aligning the financial interests of your life with your legacy.
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We build relationships on a foundation of consistently positive experiences that create confidence and comfort. Our character, honesty, and integrity are fundamental in every aspect of our services.
Trust
We have knowledge and insight that comes from decades of proven experience in helping people achieve results. Our industry-leading designations are confirmation of a commitment to continuous learning, education, and training.
Competence
We listen in order to understand your unique financial position and priorities. We then craft tailored wealth strategies and clearly communicate how we will help you achieve your goals.
Strategy
We clarify the complex to help you make informed financial decisions. We faithfully uphold our commitments, providing you with financial peace-of-mind.
Service
We practice the Golden Rule, treating you with the utmost professionalism and confidentiality. We will always provide you with timely, open, and honest communication.
Respect
We are a locally owned, independent business and have no affiliation with any products or sales organizations. As fiduciaries, we provide independent and objective recommendations, and your best interest is our top priority.
Independence
