Our Clients

The White Paper You MUST Read!

Here at JKL Wealth Management, we serve a great variety of clients from just about every background, vocation and financial situation possible. Our clients are business owners, women coming out of a divorce and looking to become financially independent, business executives, heads of families wanting to take care of their heirs and so much more. Our financial approach is to regard each and every client as an individual with completely unique needs and we allow our clients to define these needs for us by listening to them.

We also take special care in empowering women to become financially independent and to take the reins on their financial situations. One of our core philosophies is that our esteemed clients are our business; not their money. So, click on the following links to find out more about how we routinely help our clients and cater to their unique needs:

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