Los Angeles Financial Advisor

Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we go through in life. And planning for only one life event would be like having only one puzzle piece and expecting the picture to come together.

At JG Wealth Management, we serve clients through 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 financial 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 because they didn’t meet the asset minimum. He founded our firm to extend his professional services to the investors who need it most.

Through our independence, we are able to offer different service models, provide flexible solutions, and work directly for our clients. We are there to celebrate your successes and guide you through the hardships as your advisors, confidants, and friends.

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. We will meet with you to determine your risk tolerance, time horizon, and financial goals, and will work persistently to create and implement a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to reap those rewards. We enjoy helping people build a solid financial foundation for the future.

We invite you to check out all of the resources on our site. If something prompts a question or you’re ready to speak to a financial planner, please contact us or call the office. I would enjoy speaking with you.

5 Reasons To Use A Wealth Management Advisor At JG Wealth Management