Our passion is deeply rooted in helping clients and their families to live life on their own terms
At jLife Wealth Management, we think the best way to do that is to help them reach their financial goals. But we don't just focus on the numbers.
We understand that every client is a person with unique hopes and dreams. That's why our process begins with building strong relationships. By getting to know you on a personal level, we are able to gain a deep understanding of what you want in life and how it relates to your finances.
Whether you're looking to retire early, send your kids to college or just build up your nest egg, we'll work tirelessly to help you get there.
Testimonials
Hi Roger just a quick note to let you and Kelly know that I very happy and grateful to been working with you guys over the last several years. Not only during the good times but also during the turbulent times that are always tricky and unpredictable. I appreciate your professionalism approach and expertise in guiding us through each one of these unique markets. I look forward to our continued work together moving forward.
- Phillip Faulkner, current client
No promotional fees or considerations were provided in association with this testimonial.
I am grateful to Roger Conde and his team at jLifeWealth for their comprehensive recommendations and management of my retirement financial plan. The portfolio they have developed is comprehensive, diverse, and has weathered the ups and downs of the markets well over the years. Roger is available to explain current situations as they change and keeps me well informed regarding financial management decisions. Thank you jLifeWealth team for supporting my retirement financial security.
- Judy Murphy
Retired Registered Nurse, current client
No promotional fees or considerations were provided in association with this testimonial.
Financial Virtues
A science-backed survey that helps you uncover your unique approach to managing your money
Taking a survey about your money may not sound like a fun way to spend the next five minutes, but bear with us! By understanding your biases around spending, saving, and planning, you can make clearer, smarter choices that connect your financial life to the life you want to live.
Our Financial Planning Services
Build Your Wealth
For younger individuals and families who want to build their wealth, leave a legacy and avoid outliving their money.
Wealth Management
For established investors. It’s not just about making money; it's also about minimizing risk and being prepared for whatever Life throws your way.
