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