JG Wealth Management, Jerome Greene

Los Angeles, CA, Seattle, WA

CONNECT

Address:

800 Fifth Avenue, Suite 4100
Seattle, WA 98104

Phone:

(800) 428-4843

Fax/Other:

(253) 426-3361

Wealth Management "Personal CFO"

WEALTH MANAGEMENT IN LOS ANGELES

Rather than focusing on product sales or commission-based portfolios, our financial consultants focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

Below are options that may be included in your investment advisory plan:

Investment Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Brokerage Accounts
  • Alternative Investments
  • Variable Annuities

 

Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning Strategies
  • Income Planning Strategies
  • College Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Analysis Strategies

Insurance

Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance

At JG Wealth Management, you matter. Our investment plans aren’t structured around making a sale or only working with the ultra-high net worth. They are structured around your needs and designed to provide you the highest level of care possible. To get started with your wealth management plan, make an appointment with our financial consultants today.

 

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!