JL Wealth Partners

JL Wealth Partners is a finance institution located at 135 North Old Woodward Avenue in Birmingham, Michigan, United States. We specialize in meeting the dynamic needs of each client at every stage of wealth, providing tailored solutions and elevated levels of service. Our team empowers decision-making with expert guidance, offering seamless financial management for families and futures. We convene our network to deliver a full suite of financial solutions, ensuring stability for today and future generations.

We offer bespoke investment strategies aligned with your financial objectives, providing access to a sophisticated platform of traditional and alternative investments. Our comprehensive services cater to trusts of all kinds, offering fiduciary oversight, account management, and assistance with distributions and bill-pay services.

Led by your private advisor, our dedicated team can assist with day-to-day finances and create financial plans designed to grow with you on your wealth journey. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services so you can focus on what matters most to you.

At JL Wealth Partners, we prioritize building relationships based on open communication, trust, and transparency. Our team is devoted to keeping clients at the center of everything we do, ensuring that your needs for today, tomorrow, and beyond are met. We offer a comprehensive suite of solutions for holistic financial planning, for individuals and institutions alike.

Investment, insurance, and annuity products offered through Rockefeller Financial LLC are not FDIC insured, may lose value, and are not guaranteed by any federal government agency. Investing involves risk, and past performance is not a guarantee of future results. Rockefeller Capital Management LLC and its affiliates do not provide tax or legal advice, so clients should consult their tax advisor and attorney for matters involving taxation and legal planning.