JVL Wealth Strategies
Adam Suwyn, CFP®, currently serves as a Financial Planner at JVL Wealth Strategies since March 2023. Prior to this role, Adam held positions at JPMorgan Chase & Co. as Vice President and Project Manager, and as Senior Associate in the Chase Associate Program from August 2020 to February 2023. Adam's earlier experience includes internships and positions at Ford Motor Company, Greenleaf Trust, Balasa Dinverno Foltz LLC, and a Registered Investment Advisory Firm. Educationally, Adam holds an MBA from The Ohio State University Fisher College of Business and a Bachelor of Science in Entrepreneurial Management from Trinity Christian College.
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JVL Wealth Strategies
JVL Wealth Strategies clarifies the complex to help you confidently make informed financial decisions. Drawing from nearly three decades of time-tested experience, we develop tailored wealth strategies, manage asset growth, and coordinate your team of advisors to proactively ensure financial security for the long term. Our sophisticated and personalized strategies involve everything from financial, tax, and estate planning to risk management, charitable giving, and multi-generational gifting. We are here to walk alongside you and your family in every step of your financial journey. Feel free to give us a call; we’d love to talk to you.