Wealth Management For Women

The White Paper You MUST Read!

Women have very unique wealth management needs. We tend to be more heavily impacted by life events, such as having a family and going through divorce, and we also tend to live longer and spend more time in retirement. Additionally, when time is needed to tend to family matters and to raising children, it is typically women who make the sacrifices: time away from work and time that would otherwise be spent nurturing and advancing a career.

Women are about balance. Where it may be much easier for a man to devote 100% of his efforts, time and resources to his career, women focus more on establishing a healthy balance between job, community, family and spouse. Because of all of this, wealth management for women needs to be different and it needs to be carefully considered.

JKL Wealth Management for Women

Here at JKL Wealth, we understand the unique financial needs of women and of the individual: the individual woman. We are passionate about empowering women and helping them to take charge of their wealth management affairs, regardless of whether they are single, married, divorced or widowed. We believe that your relationship status should not take the reins of your financial affairs and that it’s fundamental for women to receive individualized wealth planning and management services.

Whatever your needs, principles, relationship status, dreams and desires for family legacy: look to JKL Wealth to assist you comprehensively with your financial needs, from wealth and investment management to asset and retirement planning.

Click on the following links for individualized wealth management advice:

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