At JTL Wealth Partners, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets. We do this by creating and implementing strategies tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions.
We offer thorough counsel on each client's wealth management issues. Our goals are:
- To provide clients with clarity
- To educate
- To make significant and tangible progress toward every client's financial goals
We are our client's financial advocate. We strive to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future.
PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.