JVL Wealth Strategies
Matthew Kunnen, CFA, CFP®, serves as a Partner in Wealth Management at JVL Wealth Strategies, a position held since June 2013. Prior to this role, Matthew worked as an Investment Consultant at Scottrade from January 2010 to June 2013. Matthew Kunnen earned a Bachelor of Arts degree in Finance and Management from Cornerstone University, completing studies in 2009.
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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.