JL Smith Holistic Wealth Management
Financial Services • 
Westlake, Ohio, United States • 21-50 Employees
Company overview
| Headquarters | 30400 Detroit Road, Suite 202, Westlake, OH 44145, US |
| Phone number | +18445579181 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Insurance Planning, Wealth Management, Estate Planning, Investment Management, Tax Management, Retirement Income Planning, Wealth Planning, Estate Conservation, Retirement Strategies, Medicare Planning, Taxes In Retirement |
| Founded | 1995 |
| Employees | 21-50 |
| Socials |
Key Contacts at JL Smith Holistic Wealth Management
Nikki Glynn
Director Of Marketing
Jasmine Hamilton
Director Of 1St Impressions
Shelly Spieth
Director Of First Impressions
JL Smith Holistic Wealth Management Email Formats
JL Smith Holistic Wealth Management uses 5 email formats. The most common is {first initial} (e.g., j@jlsmithgroup.com), used 51.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@jlsmithgroup.com | 51.5% |
{first name}{last name} | johndoe@jlsmithgroup.com | 30.3% |
{first initial}{last name} | jdoe@jlsmithgroup.com | 9.1% |
{first initial}.{last name} | j.doe@jlsmithgroup.com | 6.1% |
{first name} | john@jlsmithgroup.com | 3% |
About JL Smith Holistic Wealth Management
JL Smith Holistic Wealth Management is founded on the principles of integrity, transparency, and a client-first approach, putting your best interests above all else. Our goal is to empower individuals and families to make informed financial decisions that align with their life goals and aspirations. Led by an esteemed team of fiduciary advisors and thought leaders in the industry, we specialize in creating customized plans that encompass all the critical areas of your wealth, including financial planning, tax management, asset management, protection planning, and legacy planning. Through our collaborative process, we work closely with each client to understand their unique financial situation, identify their objectives, and design a tailored plan to navigate the complexities of the financial landscape. We are committed to helping our clients achieve financial security and peace of mind by simplifying and educating them on comprehensive financial and tax planning strategies. Visit us at https://www.jlsmithgroup.com/ to learn how we can help you build a secure financial future. Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA) an SEC-registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.
JL Smith Holistic Wealth Management revenue & valuation
| Annual revenue | $20,600,000 |
| Revenue per employee | $556,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $65,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
JL Smith Holistic Wealth Management has 21 employees across 4 departments.
Departments
Number of employees
Funding Data
JL Smith Holistic Wealth Management has never raised funding before.
JL Smith Holistic Wealth Management Tech Stack
Discover the technologies and tools that power JL Smith Holistic Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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