JVL Wealth Strategies is an independent financial services firm based in Green Bay, Wisconsin. Operating with a client-first philosophy, the firm focuses on developing customized financial plans that encompass investment management, retirement planning, tax strategies, and estate planning. They are associated with LPL Financial, which serves as their broker-dealer, providing them with access to a wide range of financial products and technology while allowing them to maintain their independence in client advisement. Their mission is to build long-term relationships and guide clients through various life stages to help them achieve their financial goals.

Founded in

United States