18 Years Worth of Days
Preparing For the Ultimate Vacation
Once Upon a Goal
Financial Advisor, Wealth Management, and Financial Planning
WELCOME TO JG WEALTH MANAGEMENT
TURNING YOUR FINANCIAL GOALS into ACTION
At JG Wealth Management, we serve clients during all stages of their investment journey. Whether you're worth $1,000 or $1 million, we treat you with the same level of respect, care, and compassion that you deserve. Our founder, Jerome Greene, became an independent advisor after spending the first part of his career at a large institutional firm. There, he was very restricted on what kinds of clients he could help and he found himself showing way too many people the door. Which is why he founded JG Wealth Management—to extend his professional services to the investors who need it most. With no asset minimums, Jerome can help anyone from the young professional to the wealthy entrepreneur to the soon-to-be retiree.
INVESTMENT MANAGEMENT
Learn moreRETIREMENT PLANNING
Learn moreWEALTH MANAGEMENT "PERSONAL CFO"
Learn moreTransparency, Trust, Intimacy, and Integrity
At JG Wealth Management, we use a highly-personalized
approach to help individuals take control of their financial future.
Our firm is rooted in experience and we put a strong emphasis on
reputation, transparent communication, and a deep understanding
of our clients’ goals and objectives.