Our Services

Our Services

How We Work

Our firm specializes in helping individuals develop sound retirement and investment strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investment Management

Custom Portfolios
Mutual Funds
Alternative Investments

Financial Planning

Professionally Managed Accounts
Retirement Planning
Wealth Preservation
IRA/Pension/401(k) plans
Education Planning/529 Plans
Estate Planning
Executive Compensation
Tax Planning
Asset Protection
Strategic Philanthropy
Business Succession Planning


Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@jmlvwealthplanning.com | 716-362-0170