JL Strategic Wealth

Fiduciary Wealth Managers for Athletes, Entrepreneurs, and Second Generation Wealth

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Fiduciary.
Fee Only.
Independent.

We help athletes, entrepreneurs, and second-generation wealth build sustainable lifestyles while navigating accelerated career and financial arcs. JL Strategic Wealth is a registered investment advisor. We are fiduciaries providing our clients 100% objective advice.

BOUTIQUE SERVICE. BIG FIRM RESOURCES.

JL Strategic Wealth partners with Buckingham Strategic Partners to provide a boutique client experience enhanced through the robust resources of BSP. BSP leverages its nearly three decades of expertise and 500 associates nationwide to collectively manage 36 billion on behalf of its advisors.