Sponsored: JL Bainbridge: We believe in being Stewards of Family Prosperity

In the world of financial planning, “trust” carries more than one meaning. It can denote a large trust company that impersonally manages estates, but to a JL Bainbridge Family Wealth Advisor, trust means personal commitment. It’s knowing your financial advisor is dedicated to your family’s best interests, knows your names, takes your calls, and isn’t going anywhere.

“We’ve spent over 40 years building a Sarasota-based family wealth management firm that truly loves helping clients take control of their financial well-being before and throughout retirement,” says JL Bainbridge president John Leeming.” “Our promise has always been to put clients at the center of everything we do, ensuring they feel confident and supported by our dedicated advisors and staff.”

The “Bainbridge Promise”

That promise is backed up by action. From the beginning, JL Bainbridge has adhered to a fee-only model and a commitment to client satisfaction. “From day one, our founder, Jerry Bainbridge, promised that if a client is ever unhappy, we’ll return our fee—no questions asked,” says Leeming.

Regardless of investment size, personalized service is assured. “Elsewhere, even if you have $1-$2 million, you may end up with an 800 number,” says Leeming. Here every client, even those with 250K, gets a dedicated portfolio manager and access to personalized planning for Medicare, estate, healthcare, and more.

Multigenerational Oversight

JL Bainbridge’s commitment to long-term, multigenerational relationships is close to Leeming’s heart. “I’m working with the third generation in some families—grandparents, parents, and the 20- and 30-somethings together. That’s how you truly manage generational wealth,” says Leeming.

This approach allows meaningful client relationships and helps families build lasting legacies. *Leeming shares a story of a longtime client, a tough business leader, who recently sought his help. “He told me he was starting to have some issues that were ‘scaring the hell out of him’ and he wanted me to get things organized for his family.”

In Perpetuity

JL Bainbridge is here to stay—a Sarasota-based, privately owned firm with a commitment to its clients and community. “We have a succession plan that ensures JL Bainbridge will continue in perpetuity,” says Leeming. “We’re not interested in selling. We own our building on Main Street and are dedicated to our clients and team members.”

*This anecdote is for illustrative purposes only and does not reflect the experience of all clients. No compensation was provided for this statement.

Disclosure:

The views and opinions expressed in this article are those of JL Bainbridge and are subject to change and reflect our judgement as of the publication date.

JL Bainbridge is a registered investment adviser. Registration with the SEC does not imply any level of skill or training. JL Bainbridge does not offer tax or legal advice. Please consult your tax or legal professional for assistance regarding your individual situation. JL Bainbridge is not a broker dealer. For more information about our firm and our investment advisor 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 advisors at: https://adviserinfo.sec.gov/firm/summary/108058.

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