We believe values matter, and we live by ours every day.
At JLS Wealth Management, we believe wealth is more than just numbers. It's about freedom, opportunity, and the confidence to pursue your passions. We partner with you to create a customized roadmap that aligns your financial goals with your life aspirations.
Our Firm
Founded on values of trust, honesty, and integrity, we operate with the highest ethical standards. We are committed to open communication, personalized guidance, and building lasting relationships with our clients.
Our Team
Led by experienced financial advisor John L. Sullivan IV, CDFA, CRPS, our team brings extensive knowledge and diverse expertise to the table. We work collaboratively, drawing on our collective wisdom to address your individual concerns and aspirations.
Who We Help
Our diverse clientele includes individuals and families navigating various life stages. We offer specialized guidance in:
- Divorce Planning: Creating financial stability amidst life transitions and ensuring a secure future for yourself and your children.
- Widowhood: Providing guidance on financial management, estate planning, and wealth preservation.
Our Approach: Investment Beliefs and Strategies
We tailor our investment strategies to your unique goals and risk tolerance. We utilize a holistic approach that considers all aspects of wealth management, including:
- Retirement planning
- Estate planning and insurance
- Investment portfolio management
- Tax optimization strategies
Financial Planning for the Long Haul
In today's ever-changing world, we believe in taking a long-term perspective to wealth management. Our focus is on planning for the future, ensuring your wealth works towards your life goals.
Our Values
Everything we do at JLS Wealth Management is guided by our core values:
- Trust: We uphold the highest ethical standards and maintain confidentiality in all client engagements.
- Honesty: We commit to open communication and transparency in all aspects of our work.
- Integrity: We adhere to strict ethical practices and maintain the highest standards of professionalism.
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