A complete list of active advisors currently associated with JGC Tax & Wealth Management

Warmer can help you find a great advisor at JGC Tax & Wealth Management or one who fits your needs even better.

JGC Tax & Wealth Management provides investment advisory, written financial planning, and retirement plan consulting to individuals (including high-net-worth clients), small businesses, pension and profit-sharing plans, trusts, estates, nonprofits and corporations. The firm offers tailored portfolio management and financial plans, and also works with third-party managers or sub‑advisers as part of its services. The firm’s investment approach is grounded in Modern Portfolio Theory and academic research, emphasizing diversification, cost-conscious implementation, and periodic monitoring; it may include income-oriented holdings such as REITs for clients with those objectives. JGC typically manages accounts on a discretionary basis, conducts reviews at least annually (or more frequently when triggered), and offers fee arrangements that include percentage-of‑AUM billing as well as hourly or fixed fees for planning and consulting. Compared with many peers, JGC has two uncommon affiliations: it partners with Retirement Plan Consultants, LLC to deliver full-service retirement plan consulting (including ERISA fiduciary services and arrangements where fees may be a percentage of plan assets) and is affiliated by common ownership with an accounting firm, Johnson, Glaze & Co., PC, creating routine cross-referral activity and occasional coordination or payment of tax-preparation fees for advisory clients. The firm is a small supported adviser—about three advisors managing roughly $132 million for about 181 clients—which shapes its combination of hands-on retirement-plan work and integrated tax/accounting coordination.

To learn more about the advisors currently working at JGC Tax & Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.