Schedule a Complimentary Portfolio Review Meet with Mr. Lohrenz for a 45 minute portfolio review from which you will receive an executive summary of the risks in your current portfolio as well as recommendations for improvements based on your needs and goals* *New clients only with investable assets above $250,000.
Welcome! Families and individuals alike engage JKL Wealth to manage their private wealth and provide financial advisement for two primary reasons - trust and knowledge. We become our client's trusted advisor, helping them accumulate and preserve their wealth, making sure they, their family, and even business are taken care of. As your assets grow, life gets more complicated. Through our services, we craft a living plan that simplifies the complex. Our client partners are a selective group who have entrusted their wealth with us because of our ability to effectively analyze their portfolio, identify a plan to achieve their near and long term objectives, and provide sound guidance to invest their assets. To learn more, please click here.