Financial Advisor, Wealth Management, and Financial Planning
WELCOME TO JG WEALTH MANGEMENT
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.
WHY TO USE A VIRTUAL OR AUTOMATED ADVISOR AT JG WEALTH MANAGEMENT
You want access to your accounts, and you want it now. Gone are the days where you have to give your financial advisor a call to check up on your accounts. With a virtual advisor, you simply login to your account 24/7 and the information you need is at your fingertips. Using a virtual advisor gives you the freedom to focus on your priorities. Taking time out of your busy day to go to an appointment with your financial advisor is no longer a requirement.
TRANSPARENCY, TRUST, INTIMACY, AND INTEGRITY
At JG Wealth Management, we use a highly personalized approach to help individuals take control of their financial future. Our Los Angeles 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.
Have any questions? We would love to get you answers and to see if we are a good fit together!
To schedule an appointment please click here!