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Your Future, Our Focus

70 E Beau Street, Suite 800
Washington, PA 15301

Phone:

(724) 206-0566

Fax:

(878) 218-1670

E-mail:

JWL Wealth Management

Your Future, Our Focus

Tailored, honest guidance — for where you are now and where you are going.

Schedule Consultation

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Who We Serve

Whether you're planning for your family's future or growing your business, we offer tailored financial solutions to help you achieve your goals.

Families & Individuals

  • Retirement Planning
  • Insurance Planning
  • Education Planning
  • Estate Planning
  • Social Security Analysis
  • Business Consultation
  • Budgeting

Businesses

  • Employer Sponsored Retirement Plans
  • Employee Benefits
  • Key Person Insurance
  • Buy-Sell Agreements
  • Business Evaluations
Team Photo

Who We Are

At JWL Wealth Management, we believe financial planning doesn't have to be overwhelming. We provide financial solutions to both families and businesses throughout western Pennsylvania and its surrounding area. No matter what your profession or income level, we provide holistic advice to help you reach your financial goals. You can trust us to be transparent, responsive, and focused on your goals.

Anchored Locally, Serving Faithfully

Let's Move Forward Together

Your future matters to us! We'd love to sit down, listen to your goals, and walk with you toward financial confidence.

 

70 East Beau St Suite 800


Washington, PA 15301

 

T: (724) 206-0566

 

F: (878)-218-1670

Schedule Consultation

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Describes financial burdens associated with end-of-life care and funerals.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Estimate the future value of your current savings.

How much do you need to save each year to meet your long-term financial goals?

Use this calculator to estimate how much income and savings you may need in retirement.

How much Disability Income Insurance do you need?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck