Investment Advice

An integral component of the wealth management services JKL Wealth Management offers to the families we serve is the provision of sound, well-researched investment advice and the subsequent management of all investments. We begin our journey with you by analyzing your precise investment needs: what investment returns do you need? What kind of risk are you prepared to take? We then devise an investment strategy that balances your needs and which we will explain carefully to you.

Our investment and financial plans are tailored for the individual to help realize their goals with minimal risk and maximum return. Whether you have experience managing your own investments or are completely “green”. We are here to provide you with complete wealth management services or if you just want a little investment advice, everything you need to know about specific strategies and themes.

Click on the following links for individualized investment and financial advice:

Meet our financial advisor, John Lohrenz

Let’s Get Connected!
If you have any questions or would like individualized wealth management advice, please contact JKL Wealth at:
Phone: (858) 535-1705
Fax: (858) 535-1701
Alternatively, fill out the Contact Form and we’ll get back to you shortly.
Physical Address
731 S. Hwy 101, Suite 2K, Solana Beach CA 92075