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JVL Wealth Strategies

EST. AUM
$784,408,523

CONTACTS
7

CLIENT ACCOUNTS
974

Firm Details

Metro area Grand Rapids
CRD Number 124018
Website jvlwealth.com
Client types

Overview

JVL Wealth Strategies focuses on providing clear and straightforward financial solutions to help clients make informed decisions. With nearly 30 years of experience, the firm develops personalized wealth strategies, manages asset growth, and coordinates a team of advisors to support long-term financial security. Their services include financial, tax, and estate planning, risk management, charitable giving, and multi-generational gifting. JVL Wealth Strategies aims to assist clients and their families throughout various stages of their financial planning.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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