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Contact : (470) 531-1818
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e-mail : info@jpgwealthadvisor.com
Plan for a Stress-Free Tomorrow
Unlock financial peace of mind and embrace a stress-free future through our personalized financial planning solutions
Retirement Planning
Comprehensive planning services for a worry-free retirement, addressing income projections, tax efficiency, and estate planning.
Investment Management
Investment management services tailored to your goals, with ongoing monitoring and adjustments for a well-aligned portfolio.
ERISA 3(38) & 3(21)Advisory Services
Tailored solutions providing investment guidance (3(21) advisor) or complete management and fiduciary responsibility (3(38) advisor) for your retirement plan.
We Specialize in Financial Planning
Investment Management
Expert investment management services tailored to your goals, with ongoing monitoring and adjustments for a well-aligned portfolio.
Retirement Planning
Comprehensive planning services for a worry-free retirement, addressing income projections, tax efficiency, and estate planning.
Wealth Management
Holistic financial planning and guidance integrating investment goals, risk tolerance, tax considerations, and estate planning.
Why Choose Us ?
JPG Wealth was designed to focus on client individual needs while minimizing costs. Too often large wealth management firms require their advisors to sell their firms proprietary products with minimum regard to the client’s needs in an effort to maximize fees and commissions for their firm. By utilizing fee-based solutions and using Interactive Brokers, a low cost broker, JPG Wealth is able to make recommendations that are in the best interest of the client and purchase investment products at a much lower cost.
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Simplify your finances. Amplify your happiness.
We Help Our Clients to Create Personalized Financial Plans
We are dedicated to reducing your financial worries and making life more enjoyable with our comprehensive financial planning services
About Us
RIA Fiduciary
Decisions made in your best interest
Philosophy
Protect the dreams you have worked so hard to enjoy
Office
55 Atlanta Street SE #409, Marietta, Georgia 30060
Who We Are
We provide our clients with personalized financial planning and investment management advice, designed to help them reach their goals and live the lives they desire.
Our Vision
Simplify and organize the complex financial lives of individuals so they can live the lives the desire
Our Mission
Empowering individuals by providing them with the means to achieve their goals through continual guidance in the development and execution of a personalized financial plan
From Our Blog