San Diego Office

2305 Historic Decatur Road Suite 100
San Diego, CA 92106

Los Angeles Office

445 South Figueroa Street 31st Floor
Los Angeles, CA 90071

Who We Serve

At JG Wealth Management, the two most important factors considered when accepting new clients are whether the client/advisor relationship has the potential to be a good fit, and the ability to establish a solid foundation for that relationship.

We work best with clients that have a combination of two of the following attributes:

  • $100,000 Investable Assets
  • Willing to save/invest 10-20% of income
  • Willing to be an active participant in the planning process
  • Have an annual income of at least $120,000

Typical Clients Include:

  • People transitioning between employers who want to rollover their retirement plan assets (401k, 403b, etc..) to have more control
  • Business Owners or Independent Contractors responsible for their own retirement plans.
  • Entrepreneurs planning on launching a business/firm
  • Beneficiaries of an inheritance
  • People who have recently come into large sums of money
  • Anyone looking for a change in their current planning/advisor relationship or looking to start one for the first time

Our true value lies in getting to know you, your family, and your needs. Only when we have a deep understanding of everything in your financial lives do we start to make recommendations. This in-depth process allows us to offer a high level of concierge support. Let's get started 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!