Discover Your Financial Journey with JTL Wealth Partners

Journey > Time > Legacy

At JTL Wealth Partners, we specialize in comprehensive financial planning and wealth management for high-income individuals, families, and business owners, and beyond. As fiduciary financial advisors, we’re dedicated to putting your interests first, delivering personalized strategies designed to grow and protect your wealth.

Our experienced team combines investment management, tax-efficient planning, and retirement strategies to help you achieve financial freedom and peace of mind. Whether you’re planning for retirement, managing complex assets, or navigating significant life transitions, JTL Wealth Partners is your trusted partner every step of the way.

Discover how our proactive, client-focused approach can transform your financial future.

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Tailored Planning

When life feels uncertain, you deserve a plan that brings peace of mind. At JTL Wealth Partners, we listen deeply and craft strategies to protect what matters most. Because true financial planning is about feeling secure, no matter what comes next.

Experienced Professionals

At JTL Wealth Partners, our experienced team partners with accomplished professionals to simplify decisions and design strategies that protect and grow wealth across investments, tax efficiency, and legacy planning. Because your financial plan deserves the same expertise and dedication you bring to your own career.

Independent & Aligned

At JTL Wealth Partners, we’re independent and aligned solely with your goals. We offer honest, tailored strategies across investing, tax, and estate planning—because your future deserves a partner who puts you first.

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Texas Roots, National Reach

At JTL Wealth Partners, we’re proud of our Texas roots and the values that shape how we serve. Our experienced team combines local dedication with national expertise, delivering personalized financial guidance wherever life takes you. Because true partnership knows no borders.

Jimmy Lee AIF^®, CMFC^®, CWS^®

Founder / CEO

Jimmy Lee is Founder and CEO of JTL Wealth Partners. He founded JTL Wealth Partners on the belief that everyone is entitled to a financial future that celebrates individuality, creativity, and their own vision of the future. He...

Chris Mankoff CERTIFIED FINANCIAL PLANNER®

Financial Planner

Chris is a partner at JTL Wealth Partners and has earned the CERTIFIED FINANCIAL PLANNER® mark. His journey into the world of wealth management and financial planning started in 2009. He has worked for one of the world’s largest global...

Joseph Rosio CPA, CA

CFO / Executive Partner

Joe has been providing comprehensive financial services to his clients for over 30 years. He enjoys working with people and ready to offer guidance on tax and investment questions. Whether your situation is simple or complicated, Joe's...

Teresa Watters

Vice President

As a Vice-President, Teresa’s goals are simple: to know her clients well, to treat them with respect, and to measure her success by their success. To meet those goals, she develops financial plans tailored specifically to the...

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Let’s Talk About What’s Next for Your Wealth

Your financial journey doesn’t stop here—and neither should your planning. Whether you’re seeking growth, protection, or greater peace of mind, our team at JTL Wealth Partners is ready to help you navigate what comes next with clarity and confidence.

Let’s have a conversation about your goals, your concerns, and the future you want to build. Connect with us today, and take the next step toward the financial freedom you deserve.

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