A complete list of active advisors currently associated with JPG Wealth Management, LLC

Warmer can help you find a great advisor at JPG Wealth Management, LLC or one who fits your needs even better.

The firm provides discretionary portfolio management and goal‑based financial planning to individual clients, including high‑net‑worth individuals, and also offers retirement plan sponsor services for a range of qualified plans (401(k), 403(b), 457, profit sharing and defined benefit plans). Services include tailored portfolio construction, ongoing supervision and rebalancing, and financial planning work that can address cash flow, tax, insurance and estate‑planning considerations. The firm employs both fundamental and technical analysis to set asset allocations and manage separate accounts, working under discretionary authority subject to any client‑imposed guidelines. For plan sponsors it offers both non‑discretionary 3(21) advice and discretionary 3(38) fiduciary services, custom asset allocation, and overlay management of third‑party strategist models, and notes Vanguard/Ascensus as a preferred custodian for qualified retirement plans. What is distinctive in the brochure is that the firm’s managing member is an attorney and operates an affiliated law practice that provides estate‑planning legal services, a dual legal/financial advisory role the materials identify as part of the firm’s service mix. The brochure also discloses that the firm conducts educational seminars and workshops for prospective clients and plan sponsors, an offering called out in addition to its investment‑management activities.

To learn more about the advisors currently working at JPG Wealth Management, LLC, 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.