Broker Check

Our Work

The Heart of Our Firm

BJL Wealth Management is a broad based financial firm whose professionals specialize in providing clients a comprehensive financial strategy to fit their individual needs. WE BELIEVE THIS IS THE MOST IMPORTANT COMPONENT OF A TRULY SOUND FINANCIAL GAME PLAN.

Because we are a firm practicing independently, we are not locked in to any specific product or program. Hence, we are free to tailor every facet of our clients’ strategy uniquely and directly to their specific circumstances. At BJL Wealth, we are planners not advisors. Advisors merely manage money…Comprehensive Planners manage Financial Lifestyles.


Our Client Profile

Personal Clients

Our Personal Wealth Clients seek certainty that their financial strategy matches their expectations in life. They want to take control of their financial plan. It is important to them to have a combination of Lifestyle Assurance and Retirement Structure.

  • Our Clients value the professional relationship between planner and client and understands the necessity of creating long term goals.
  • They care about having a Personal Protection Strategy in place to avoid worrying about their “what if” scenarios.
  • They expect and demand the personal attention it takes to properly address the unique aspects of their lives and the changing needs of their families.

    Business Clients

    We work closely with small businesses and mid-size companies to enhance their Business Planning Strategy, Retirement Plans, and Succession Planning. The structure, servicing, and investment options are a key in providing the right solution for the client.

    Our Strategic Planning Team has the knowledge and experience to develop and maintain the proper balance in their business. BJL Wealth Business Clients can themselves and their team members the following:

    • The personal attention needed to properly design and manage their plan.
    • Effective personal assistance to their team members…after all, they are the engine that drives their business.
    • Creative strategies that allow business owners significant savings and tax advantages compared to the typical “product-dedicated” firms.

      Our Approach – GPS Plan

      We created our own GPS Plan to navigate clients towards financial independence. The Critical Attributes we design consist of:

      • Growth – The more effective strategy for securing and help to achieve the proper level of assets in your wealth portfolio.
      • Protection – The assurance that your assets that will sustain your lifestyle now and in retirement are secure and protected.
      • Sustainability – The plan to help ensure that you never worry about outliving your assets.