JPL Wealth Management, LLC

JPL Wealth Management provides financial planning, consulting, and discretionary investment management to a mix of individual and institutional clients, including individuals, trusts, estates, charitable organizations, corporations, and pension and profit‑sharing plans. The firm’s brochure reports approximately $587.9 million in assets under management, all managed on a discretionary basis.

JPL typically allocates client assets among ETFs, individual equity and debt securities, mutual funds, selected independent managers and, on a lesser basis, alternative vehicles such as REITs and interval funds, and uses fundamental, technical, cyclical and charting analysis in its security selection. The firm tailors portfolios to client risk profiles, employs independent managers for portions of client assets, monitors accounts on an ongoing basis and conducts at least annual reviews.

The brochure highlights that JPL offers periodic, no‑charge educational workshops for clients, a service less commonly offered by peer team firms. It also identifies pension and profit‑sharing plans among its client types and describes custody and standing letter of authorization procedures that support institutional relationships (including those associated with state or municipal entities); the firm’s recent registration (2023) and its substantial AUM despite a small advisory team are additional noteworthy points.