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About Us

About Us 
Your Needs Are Our
Most Important Priority

At JPL Wealth Management, we are driven by a clear and unwavering mission: to provide transparency and independence for our clients while managing all aspects of their financial lives. As a fiduciary, we prioritize your best interests above all else, ensuring that our guidance is unbiased and free from conflicts of interest. We sell no products, receive no commissions, and focus solely on offering comprehensive financial and tax planning guidance alongside investment management services.

Our commitment to transparency is reflected in our approach to building portfolios. We utilize individual stocks, bonds, and ETFs, consciously excluding complex products, insurance, and expensive mutual funds. This approach ensures that our clients understand their investments and feel confident in their financial strategies. Additionally, we offer financial, retirement, and tax planning at no additional cost, providing holistic support for your financial journey.

Our Process 
A Look Into Our Process

Our process is rooted in transparency, independence, and a commitment to your financial well-being. By partnering with us, you can be confident that every decision is made with your best interests in mind, guiding you towards a prosperous future.

Initial Inventory & Analysis

We begin by conducting a comprehensive inventory of your investments and overall financial situation. This involves a thorough analysis of your income and expenses, as well as a detailed review of your tax returns. This foundational step allows us to gain a clear understanding of your current financial landscape.

Creating Your Financial Plan

Next, we collaborate with you to develop a customized financial plan. We delve into your aspirations, exploring what you aim to accomplish and envisioning your ideal financial situation. By comparing this vision to your current status, we assess whether you're on track to achieve your goals.

Optimizing Investments & Goals

Based on our analysis, we identify strategies to enhance your investments, spending, and retirement objectives. Our aim is to bring you to a point of financial comfort while minimizing risk. We present multiple options, working closely with you to determine the best solution tailored to your unique needs.

Meet The Team 
Led By Our Core Values 
In Everything We Do

Guided by the core values of integrity, independence, transparency, honesty, and fiduciary duty, we strive to create lasting relationships built on trust and mutual respect. Our team is dedicated to empowering you with the knowledge and tools needed to achieve your financial goals, all while maintaining the highest standards of ethical conduct. Let us be your partner in navigating the complexities of the financial world, providing clarity and peace of mind every step of the way.

Joel Johnson

Joel Johnson, CFP®

Partner/Wealth Advisor

(303) 859-3583

Patrick Rudy

Patrick Rudy, CFA, CPA, CFP®

Partner/Wealth Advisor

(303) 529-0494

Luke Nagell

Luke Nagell

Partner/Wealth Advisor

(303) 656-3175

Anna Bhai

Anna Bhai, CFP®

Head of Financial Planning

303-339-6880

Jeni Gregory

Jeni Gregory

Head of Operations and Client Services

303-285-4886

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