Consulting for privately held businesses with a holistic approach to business, financial and personal planning.
 
 

Our Philosophy 

 
 

With over thirty-five years of experience, JLW Financial & Insurance Services offers a holistic approach to personal, business and financial planning that is designed to assist business owners through the exit phase of their business. We partner with an international team of specialists to provide unparalleled support and expertise.

 
 
 
 

Business owners (and their employees) are our business.

We believe that a business worth building is a business worth preserving. Our mission is to partner with leaders in business to ensure that their valuable contributions today will leave a legacy for future generations.

 
 
 
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Jim Wisdom, CFP, CEPA

( Founder, JLW Financial & Insurance Services )

Jim Wisdom is a Certified Financial Planner, Certified Exit Planning Advisor, and Fiduciary Advisor with Harvest Investment Services based in Westlake Village, CA.

Jim earned a Bachelor of Arts degree from UCLA and is a loyal Bruin fan. As a CFP and Fiduciary Advisor, he takes an oath to put his client’s interest first at all times. And, as President of the Westlake Sunrise Rotary Club, Jim lives by Rotary’s “Serve First” philosophy.