What we do

The White Paper You MUST Read!

Families engage us to be their private wealth and financial services office. After careful consideration, we become the family’s trusted advisor to help accumulate and preserve their hard earned wealth. We have found that families want us to be brilliant at the basics. Through all the noise and jargon we hear the message loud and clear:

* Help us to accumulate and preserve our wealth.

* Make sure my family is taken care of.

As your wealth grows life doesn’t get simpler, it gets more complex. Through our financial services, retirement planning and asset management services, we help you craft a living plan that simplifies the complex challenges you face. Retiring comfortably, maintaining your lifestyle with confidence and knowing that your family is taken care of if the unexpected happens are all major issues we help with through our retirement planning services.

The goal of our financial and asset management services is to provide the best possible care to a select group of families every day right from the start and throughout the course of their wealth journey.

Our Personal Financial and Asset Management Services

Portfolio Analysis:
We look at the investments you’ve already made to see which ones are worth keeping and which ones should be jettisoned. We then recommend a portfolio that can work towards providing you consistent and reliable income when you need it. We have a strong bias to investments that provide consistent cash flow through dividends and interest payments period. Dividends and interest payments are not guaranteed and the amounts may fluctuate.

Retirement Planning :
We provide a lifetime income plan that allows you to enjoy the important things in life. Children, grandchildren, travel, hobbies, and new business ventures are some examples of the current client priorities our retirement planning services enable them to enjoy by minimizing distractions due to market disruptions and political chaos.

Alternative Investments :
We go outside the world of stocks, bonds and cash to find other income generating investments based in tangible assets or other types of financial assets. Investing in alternative investments may not be suitable for all investors and involve special risks such as those associated with leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. There is no assurance that the investment objective will be attained.

Family Legacy Planning :
We help you pass along your accumulated wealth to the next generations of your family. This personal financial service includes the physical items you wish to leave to future generations, along with your financial wealth.

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