Your portfolio is like a business plan for your financial future. It should be researched, intentional, and reviewed regularly to adapt to changing markets and opportunities.
AtJL Bainbridge, we build portfolios that focus on long-term growth. Although no investment outcomes are ever guaranteed, our model portfolio is carefully selected and reflects the principles we believe deliver value and stability over time. For you, we tailor strategies around your needs, goals, and comfort with risk.
Retirement planning is about planning for your future. How you structure your IRAs today can determine how much freedom you’ll have later. Whether you’re weighing the benefits of a SEP-IRA, SIMPLE IRA, or individual IRA, our team will help youexplore strategies that help maximize both retirement income and tax efficiency.
Our team will always take the time to understand your goals and then craft a plan that gives your IRAs the power to support them.
For many clients, investing is about more than personal gain - it’s also about giving back. Whether you want to establish a donor-advised fund, contribute to a foundation, or even create you rown, we’ll guide you through the financial and strategic considerations.
Helping clients align wealth with purpose is one of the most rewarding parts of what we do.
Let us help support your philanthropic goals. Click here to schedule a meeting with JL Bainbridge.
A 401(k) can be one of the most powerful retirement tools available but decisions around them can be complex. Should you roll over a plan? Start a new one? Adjust contributions or investmentallocations?
At JL Bainbridge, we help you make these decisions with confidence, while avoiding unnecessary penalties or taxes. Our goal is to keep your retirement savings on track and working for you.
Questions on your 401(k)? Contact JL Bainbridge and we will help you make sense of your options.
Trusts can be an effective way to protect assets and plan for the future. We work with Estate Attorneys to help clients create and manage trust structures that safeguard wealth, provide for loved ones, and ensure that legacies are carried forward as intended. Because it’s about more than protecting assets - it’s about protecting your peace of mind.
Liquidity matters. We help balance access to cash with long-term growth so you can meet your near-term needs without losing sight of your broader plan. It’s a strategy that keeps your financial life flexible, resilient, and aligned with your goals.
Want to learn more about our cash management service? Schedule a call with JL Bainbridge by clicking here.
Want an investment strategy designed to support your financial picture?
Contact JL Bainbridge today!*JL Bainbridge is a registered investment adviser. Registration with the SEC does not imply any level of skill or training. JL Bainbridge is not a broker-dealer and does not offer tax or legal advice. Please consult your tax or legal professional for assistance regarding your individual situation. For more information about our firm and our investment adviser representatives, please review our Disclosure Brochure (ADV Part 2A), Privacy Notice, and Relationship Summary (Form CRS) at jlbainbridge.com or reference the SEC website for more information on the firm and its advisers at: https://adviserinfo.sec.gov/firm/summary/108058. Investing involves risk, including the potential loss of principal. Market conditions and events can cause stock prices to fluctuate rapidly and unpredictably. Past performance is not indicative of future results.
