Southlake Financial Advisor: Wealth Management and Retirement Planning
Retirement, Simplified.
An Independent Wealth Advisor for Southlake Families
Southlake and the surrounding Northeast Tarrant County communities are home to many executives, business owners, and families whose finances have grown more complex over time. Equity awards, a closely held business, a home that has appreciated, and savings spread across several accounts can all pull in different directions. JTL Wealth Partners has helped families bring those pieces together into one coordinated plan since 1994.
We are an independent firm, so we are not tied to proprietary products or sales quotas, and we act as fiduciaries when providing advice, which means your interests come first. Our team includes founder Jimmy Lee, Chris Mankoff, CFP®, and Joseph Rosio, CPA. (Learn more About Us)
Wealth Management and Investment Planning
For many Southlake families, the challenge is not a lack of resources. It is coordination. Your investments, retirement accounts, insurance, and estate plan may each have been set up at a different time, by a different professional. We look at all of them together, starting with what your wealth is for: the lifestyle you want, the people you want to provide for, and the legacy you may want to leave.
From there, we help you consider a diversified investment strategy aligned with your goals, time horizon, and comfort with risk, including how assets are positioned across taxable, tax-deferred, and tax-free accounts, ways to reduce concentration in a single stock, and managing capital gains when rebalancing. (Explore Wealth Management)
Retirement Planning for Southlake Pre-Retirees
If retirement is five to ten years away, the choices you make now may shape your income for decades. We build a retirement projection from your actual numbers and help you work through the questions that matter most:
- When you can consider retiring, and what spending your savings may support.
- How and when to claim Social Security, for you and your spouse. (See Social Security Planning)
- How to cover health insurance until Medicare, and how income may affect Medicare premiums.
- Which accounts to draw from, and in what order, to help manage federal taxes and required minimum distributions. (See Retirement Income Planning)
- Whether Roth conversions may make sense in lower-income years.
Texas has no state income tax, so much of the planning centers on federal brackets and timing. We revisit your plan as your life, the markets, and tax laws change. (Learn more about Retirement Planning)
Executives and Equity Compensation
Many Southlake residents work in senior roles at companies across Dallas-Fort Worth, and a large share of their compensation may come as restricted stock units, stock options, or employee stock purchase plan shares. We help you understand what you own, plan around vesting and exercise dates, consider the tax effects of each choice, and decide how company stock fits with the rest of your wealth. We also help with non-qualified deferred compensation elections, benefits choices during open enrollment, severance or early-retirement packages, and rolling over old 401(k)s when you change jobs or retire. (Explore Equity Compensation Planning)
Planning for Business Owners in Northeast Tarrant County
For business owners in Southlake, Keller, Grapevine, and the surrounding area, personal and business finances are closely tied. We help owners consider retirement plan options for themselves and their employees, think through succession or a future sale, manage cash flow and risk, and build wealth outside the business so the company is not the only source of future security.
Working Alongside Your CPA and Attorney
Many families already have a CPA, an estate-planning attorney, an insurance agent, and a benefits coordinator at work. With your permission, we share information and coordinate timing on decisions like Roth conversions or stock sales, so tax-planning and estate-planning choices fit together rather than conflict.
Communities We Serve
We have a satellite office in Southlake for meeting with local clients, so families in Southlake, Keller, Grapevine, Colleyville, Trophy Club, Westlake, and Roanoke can meet with us close to home. We also work with clients throughout Dallas-Fort Worth. (Also serving Plano: Financial Advisor in Plano, TX)
Frequently Asked Questions
Where do Southlake clients meet with you?
Southlake-area clients can meet with us in person at our Southlake satellite office or at our Plano headquarters at 5055 W Park Blvd, Suite 400, Plano, TX 75093. Meetings are also available by video or phone, whichever is most convenient for you.
What happens in a discovery meeting?
It is a complimentary, no-obligation conversation about your goals, your current situation, and whether we are a good fit to work together.
Start With a Complimentary Discovery Meeting
Book a discovery meeting online or call 855-949-4400.
JTL Wealth Partners and LPL Financial do not provide tax or legal advice. Please consult your tax professional or attorney regarding your specific situation. All investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. This material is for general information only and is not intended to provide specific advice or recommendations for any individual. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.