Successfully managing an individual or family’s wealth is about additional goals beyond just finding the right investments for them. Our wealth management firm focuses on the family to make sure that all of their various aspects concerning their financial affairs are being managed properly and in agreement with their life goals as a whole.
We listen first to discover key concerns, worries, desired financial needs, and how the individual wishes his or her legacy to be remembered. We collect this information and develop a customized living financial plan and provide a personal client website to track and monitor everything the family owns. Monitoring the financial, investment and estate plan is critical. It is not a one-time occurrence, it is a continuous progression.
Advanced wealth management and planning includes cash flow analysis, tax efficiency, asset allocation, and asset transfer strategies customized to the families’ goals and interest.
Click on the following links for individualized wealth management advice:
- Wealth Management for Business Executives
- Wealth Management for Women
- Wealth management for Business Owners
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.
731 S. Hwy 101, Suite 2K, Solana Beach CA 92075