JG Wealth Management is a Registered Investment Advisor (RIA) firm that takes pride in acting as a fiduciary for all our clients. Along with our offices in San Diego, Los Angeles and Seattle, we have virtual capabilities that allow us to seamlessly service our clients no matter where they are or how restrictive their schedules may be.
While we adopt a comprehensive service model, “stand alone” services are available for those who wish to have a more specific level of service. What We Do, is more than manage investments or provide financial advice. We become an extension of your family or business acting as your financial quarterback. Our comprehensive services are comprised of:
Wealth Management “Personal CFO”
Retirement Planning & Rollover Accounts
All of this is done by taking a goals-based approach. We avoid the pitfalls of blind investing by gaining an in-depth familiarity with your circumstance. The JG Wealth Management 5 Step Wealth Management Process allows us to leave no stone unturned and focus on your unique situation and work toward achieving what matters to you the most.
One of our most prevalent tenets of service is to avoid even the appearance of high-pressure tactics as we take special care to get to know you over at least two meetings before we even begin talking about whether moving forward in the Account Opening & Onboarding Process.
Helping people is what we love to do. While we are a wealth management firm, we love being a part of the foundation of financial security for individuals, families, and businesses. While we understand that money isn't everything, we also understand that one of the keys to stability is sound financial practice, management and planning. We look forward to being a part of your family.