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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

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Guides readers through estimating a realistic retirement savings target.

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Shows how transfer-on-death designations help avoid probate costs.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Use this calculator to determine whether you qualify for the different types of IRAs.

This calculator is designed to help you attach a dollar figure to your life’s work.

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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