Younger individuals and families, Gen X and Y, who want to create and implement a personalized financial plan. The focus here is to build your wealth and pursue your life goals.
Established Investors who seek holistic, personalized investment advice and comprehensive financial planning, from independent fiduciary advisors. Portfolio management advisory services require a minimum account size of $200,000
In order to reduce your financial stress we help you with all aspects of your financial life, which can include:
*For these services, we collaborate with your Estate and Tax advisors
At jLife Wealth Management, we know that it is important for you to be kept fully informedabout your life savings. We provide the following:
We offer benefits to help attract and retain your best employees while keeping yourbudget in mind.
At jLife we can help you create attractive benefit packages that are customized to yourspecific business.
*We work with local agencies for these services
info@jLifeWealth.com | (310) 545-8500