Services Offered by JPG Wealth Management:

1. Investment Management: JPG Wealth Management provides expert investment management services to help you grow and preserve your wealth. Our team of experienced financial advisors works closely with you to develop personalized investment strategies tailored to your unique goals and risk tolerance. We continuously monitor and adjust your portfolio to ensure it aligns with your changing financial needs and market conditions.
2. Retirement Planning: Planning for retirement requires careful consideration and strategic decision-making. Our retirement planning services are designed to help you create a comprehensive plan that provides financial security during your golden years. Our advisors analyze your current financial situation, evaluate your retirement goals, and develop a personalized strategy to optimize your retirement savings. We address factors such as retirement income projections, Social Security optimization, tax-efficient strategies, and estate planning considerations.
3. Wealth Management: JPG Wealth Management offers comprehensive financial planning and guidance as part of our wealth management services. Our team collaborates with you to create a holistic wealth management plan that integrates your investment goals, risk tolerance, tax considerations, estate planning, and philanthropic objectives. We provide ongoing monitoring and proactive recommendations to ensure your wealth is managed efficiently and in line with your long-term aspirations.
4. ERISA 3(38) & 3(21) Investment Advisor: As a specialized service, JPG Wealth Management also serves as an ERISA 3(38) and 3(21) investment advisor. We understand the fiduciary responsibilities associated with retirement plans, and our expertise allows us to assist plan sponsors in fulfilling their obligations under ERISA regulations. Whether you need assistance with investment selection and monitoring (3(21) advisor) or complete investment management and fiduciary responsibility (3(38) advisor), we provide tailored solutions to support the success of your retirement plan.

Contact JPG Wealth Management today to learn more about how our services, including ERISA 3(38) and 3(21) investment advisor services, can help you secure your financial future, maximize your retirement plan, and build wealth for retirement.