Partner, CFP®, CEPA®
Luke is a founding partner at JL Strategic Wealth. Luke’s expertise is in helping entrepreneurs reduce their lifetime tax bill, create generational wealth, and exit their business efficiently. He prides himself on being a true partner for clients, helping them navigate the complexities brought on through success.
INVESTMENT COMMITTEE POWERED BY BUCKINGHAM STRATEGIC PARTNERS
partnership provides investment insights from nationally recognized thought leaders. JL
Strategic Wealth builds portfolios through an evidence-based approach.
Chief Investment Officer Buckingham Wealth Partners, CFA®
Director of Investment Strategy Buckingham Wealth Partners, CFA®, CFP®
JL Strategic Wealth has aligned with world-class investments and solutions providers for our
clients. Listed below are some of our strategic partners. This is not an exclusive list of the
strategic partners that help to support JL Strategic Wealth and our clients.