A complete list of active advisors currently associated with JVL Wealth Strategies

Warmer can help you find a great advisor at JVL Wealth Strategies or one who fits your needs even better.

JVL Wealth Strategies provides financial planning, wealth management and investment advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and certain business entities. The firm offers discretionary portfolio management alongside comprehensive planning work, and recommends a wide range of investments including mutual funds, ETFs, individual securities, annuities, private real estate, private equity and private credit funds. The firm’s investment process emphasizes asset allocation, a combination of fundamental and technical security analysis, periodic rebalancing, and a mix of passive and active strategies. JVL also allocates portions of client portfolios to third‑party separately managed account (SMA) managers under tri‑party agreements, describing a formal manager selection and ongoing monitoring process and documenting SMA account features and manager discretion as part of its oversight. Distinctive aspects of the firm include its size and client mix—approximately $784 million in AUM managed by a seven‑advisor team for about 186 clients, implying a relatively large asset base per client compared with many peers. The brochure also discloses a handful of less‑typical practices for a team firm: limited bill‑paying/custodial services and occasional personal fiduciary roles for employees (trustee/executor) for select clients, an explicit prohibition on receiving compensation from product sponsors, and documented cybersecurity controls and insurance covering third‑party technology risks.

To learn more about the advisors currently working at JVL Wealth Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.