

JVL Wealth Strategies Information
Contact top employees from
JVL Wealth Strategies
Summary
JVL Wealth Strategies clarifies the complex to help you confidently make informed financial decisions. Drawing from nearly three decades of time-tested experience, we develop tailored wealth strategie...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Wealth Management, Financial Planning, Investment Advisory, Estate Planning, Succession Planning, Charitable Planning, Income Tax Planning, Estate and Gift Tax Planning, Philanthropic Planning, Personal Balance Sheet, Holistic Planning, Personal CFO
Founded
1994
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at JVL Wealth Strategies shows a diverse range of experience levels:
11% have been with the company for less than 1 year22% for 1–2 years33% for 3–4 years11% for 5–7 years22% have over 11 years of service at JVL Wealth StrategiesContact top employees from
JVL Wealth Strategies
Adam Suwyn
Financial Planner
Chad Soukup
Partner
Matthew Kunnen
Partner
Benjamin Schon
JVL Wealth Strategies
Jerry VanderLugt
Founder & Managing Partner
Nathan Lowe
Partner
Shane Holcomb
Analyst
Haley DeHaan
Analyst