Investment Advice For Executives

The White Paper You MUST Read!

As a business executive, you have likely grown accustomed to a greater degree of power and control than most people. You also enjoy a greater earning capacity and with it, the potential to benefit from a variety of tax-effective investment strategies. But, are you? Are you capitalizing upon these opportunities or are you far too busy feeding your time and efforts straight back into your company? This is where JKL Wealth Management can help you. We provide excellent and well-researched financial advice, not only for the executive, but for the individual.

JKL Wealth Management Investment Advice for Executives

At JKL Wealth Management, we respect that most business executives are well-versed in financial strategy and investments and that it is mostly a lack of time that can see their financial affairs fall into disarray, or at least fall short of securing maximum returns. We therefore make it our priority to provide our clients with financial services and investment advice that:

  • Structure your financial affairs correctly,
  • Ensure that you aren’t coughing up more tax than is absolutely necessary,
  • Will optimize your eligibility for government benefits,
  • Will create and implement a strategy that balances investment returns with your risk tolerance,
  • Ensure that your investments adhere to any and all legislative requirements and reflect current market conditions.

As a business executive or professional, there are certainly many investment strategies that are more beneficial to you, such as investing in property, making use of a SMSF (Self Managed Super Fund), or salary sacrifice. Our experienced financial advisor will help business executives identify the strategies for their unique situation and implement them, if they so desire.

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

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
Email: john.lohrenz@lpl.com
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