Wealth Building | Los Angeles, CA | JG Wealth Management

What Makes the Wealth Builder Program Different?

Most wealth management firms don't begin working with clients until they've already accumulated significant assets. We believe professional financial guidance should begin much earlier.

The Wealth Builder Program was created for individuals and families with less than $250,000 in investible assets who want access to professional investment management, tax planning, estate planning, and ongoing guigance from a CFP® Professional.

Rather than waiting until you've "made it," we help you build the habits, strategies, and financial foundation that get you there.

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Key Features of the Wealth Builder Program

The Wealth Builder Program combines professional investment management with comprehensive financial planning and ongoing guidance—providing many of the same services traditionally reserved for high-net-worth clients.

Comprehensive Financial Planning

Financial planning is more than a one-time conversation—it's an ongoing process. Through your secure planning portal, you'll have access to interactive tools that help you model retirement, major purchases, education funding, insurance needs, debt repayment, and other financial goals. Your plan evolves alongside your life, with guidance from your dedicated CFP® Professional every step of the way.

Retirement Planning
Education Planning
Insurance Planning
Goal Tracking

Professional Investment Management

Your investments are professionally managed with your goals, risk tolerance, and time horizon in mind. We build diversified portfolios using socially responsible investment strategies while continuously monitoring, rebalancing, and adjusting your portfolio as your financial life evolves.

Portfolio Management
ESG Investing
Ongoing Rebalancing
Risk Monitoring

Tax Planning

Keeping more of what you earn is just as important as growing your investments. That's why proactive tax planning is included in the Wealth Builder Program. We help identify tax-efficient investment strategies, retirement planning opportunities, and other ways to improve long-term after-tax outcomes while coordinating with your annual tax preparation when needed.

Tax-Efficient Investing
Roth Conversion Strategies
Capital Gains Planning
Retirement Distribution Planning

Estate Planning

Every Wealth Builder client receives professionally prepared estate planning documents through our attorney-supported planning platform. Establishing essential legal documents early helps protect your loved ones and ensures your wishes are clearly documented as your wealth continues to grow.

Will
Revocable Living Trust (when appropriate)
Financial Power of Attorney
Healthcare Directives

Documents are prepared through our attorney-supported platform.

Dedicated CFP® Professional

Technology is a powerful tool, but it doesn't replace personalized advice. You'll work directly with a Certified Financial Planner® professional who understands your goals, answers your questions, and provides recommendations tailored to your unique circumstances. As your life changes, your financial strategy changes with it.

Personalized Advice
Quarterly Reviews
Ongoing Guidance
Accountability

Secure Client Portal & Mobile App

Stay connected to your financial life anytime, anywhere. Your secure client portal and mobile app provide convenient access to your investment accounts, financial plan, important documents, secure messaging, and account updates—keeping everything you need in one place.

Mobile Access
Financial Dashboard
Document Vault
Secure Messaging

Take Charge of Your Financial Future

Building wealth doesn't happen by accident—it happens through consistent planning, disciplined investing, and trusted guidance.

The Wealth Builder Program was created to make professional wealth management accessible long before most firms would consider taking you on as a client. Whether you're rolling over an old retirement account, investing for the first time, or working toward your first $250,000 in assets, we're here to help you make confident financial decisions every step of the way.

Your financial future deserves more than a collection of products. It deserves a long-term strategy and a trusted partner committed to helping you build lasting wealth.

Your journey doesn't end with opening an investment account—it begins with establishing a long-term strategy designed to grow alongside you.

Trust Indicators

✓ Fiduciary Advice

✓ Dedicated CFP® Professional

✓ Tax Planning Included

✓ Estate Planning Included

Schedule a complimentary consultation to discuss your financial goals, learn more about the Wealth Builder Program, and determine whether it's the right fit for your journey.

Schedule Your Complimentary Consultation

Simple, Transparent Pricing

Onboarding Fee

$65 One-Time Onboarding Fee

1.5% Annual Advisory Fee

Billed monthly in arrears

Minimum Advisory Fee

$35/month

Building Wealth Through Consistency

Accounts with less than $30,000 are required to establish an automatic monthly investment of at least $50.

This policy encourages disciplined investing, helps clients benefit from dollar-cost averaging, and supports steady progress toward long-term financial goals.

We like separating it because it explains the rationale rather than making it look like a hidden condition.