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You've made our day!

Please call us so we can understand your investment and family wealth planning goals.

"Our lives are connected by a thousand invisible threads, and along these sympathetic fibers, our actions run as causes and return to us as results."
– Herman Melville

You've made our day!

Please call us or click the Contact Us button at the bottom right of this page to get started.

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A golden emblem celebrating 40 years in business for J.L. Bainbridge, from 1981 to 2021. It also says Family Wealth Management.
Our lives are connected by a thousand invisible threads, and along these sympathetic fibers, our actions run as causes and return to us as results.
– Herman Melville

JLB Financial Review

As fiduciary financial advisors, we pledge to work on your behalf and in your interest. In our decades of experience of helping clients like you, mostly here in Sarasota, we've found that getting together at no cost to you works well for everyone.

We'll get to learn about your life goals and how your current finances match with them. And, for you, it's a good opportunity to see if you like our approach—and us. This way, you can decide if we're a good fit for you.

What's Included

  • cashflow assessment
  • IRA/401k review
  • retirement forecast
  • account titling review
  • portfolio assessment
  • estate/wills/trust review
  • Medicare briefing
  • real estate overview
  • market briefing
  • intro to family wealth
  • The JLB Promise
  • introduction to JLB's exclusive yourFuturesm Planning Process

What You Can Expect

You can plan on spending an hour with one of our family wealth advisors. By the way, we don’t sell insurance or annuities, as our full set of services is covered by a one percent or less fee.

JLB's free consultations are made on a first-come, first-served basis. Please call us at 941-365-3435 or fill out the form to get started.

We look forward to meeting you!

You've made our day! Please call us so we can understand your investment and family wealth planning goals. We're happy to provide a complimentary financial planning and portfolio review.

941.365.3435 or toll free at 800.899.5171

If you would rather have us get back to you, please let us know how we can get in touch.

Thank you!


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Disclosure: J.L. Bainbridge & Co., Inc. is an independent advisory firm providing investment management services primarily limited to Growth and Growth Income objectives on a fee only and a discretionary basis. The firm also provides planning services as part of its investment management program. J.L. Bainbridge & Co., Inc., is not a broker dealer and does not offer tax or legal advice. Please consult your tax or legal advisor for assistance regarding your individual situation. Registration of an Investment Adviser does not imply any level of skill or training. It should neither be assumed that future results will be as profitable or that a loss could not be incurred. For more information on our firm and our investment advisor representatives, please review our Form ADV, Privacy Notice, and Form CRS at jlbainbridge.com. Our CRD# is: 108058. Please reference the SEC website for more information on the firm and its advisors: https://adviserinfo.sec.gov/firm/summary/108058

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