JPG Wealth Management was developed and is 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 (rated #1 online broker by Barrons 4 years running and “Low Cost” for 10 years in a row) as its’ platform to conduct investment product transactions, JPG Wealth Management is able to make recommendations that are in the best interest of the client and purchase investment products at a much lower cost.

Through JPG Wealth Management, we provide total financial needs analysis through a network of experienced professionals with expertise in advisory services, retirement analysis and programs, estate strategies, and trust services. We offer an analysis of your current financial situation and help identify financial goals and concerns, illustrate what is being done to reach your goals as well as offer solutions to alleviate concerns or fill identified gaps. Our combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Please contact us to discuss your financial future.