Financial Planning

A sound financial plan helps to set clear goals and timeframes that are critical for financial freedom.

Investment Management

Following the Fiduciary Standard, our investment plans are built upon customized investment strategies across all major asset classes, constructed using a wide range of non-proprietary products and services.

Retirement Planning

By developing a deeper understanding of retirement savings needs, helps individuals to feel confident that they are on track to reaching their retirement goals.

Estate Planning Strategies

From the simplest wills to complex multi-generational plans, we make sure that all of our clients’ financial pieces fit properly together.

Tax Planning

Our strategy is to analyze financial situations from a tax efficiency point of view, so as to be able to plan our clients’ finances in the an appropriate manner.

Corporate Trust and Estate Planning Services

Services are offered through The Private Trust Company N.A., an affiliate of LPL Financial. The PTC’s breadth of services can help to ensure that clients’ estate and charitable goals are carried out as designated within family and business documents.

Insurance Planning/Risk Management

Often times people fail to protect the people and things that matter the most to them. Insurance and the benefits that insurance-based products can provide, can be essential tools for building an effective financial plan.

Charitable Planning

Those with philanthropic interests can use planning techniques to support charities, non-profits and family foundations that are important to them, while potentially receiving tax benefits.

Education Funding

Understanding the future cost of children and/or grandchildren’s education needs and the investment options available will go a long way in meeting family goals.

Business Management Planning

Our services target our business clients’ critical issues and opportunities. We bring functional know-how, but we are known for our holistic approach as we work toward an organization’s mission statement and strategic goals.

Debt Management

Creating a Personal Financial Statement provides for a clearer picture of assets versus debts and helps to present an opportunity for alternative evaluations and constructive decision making.

We believe that comprehensive financial guidance is a fundamental need for every person. We also understand that Wealth Management is more than just a financial planning process, but uncovering and dealing with family wealth issues.

At JCG Private Wealth Management we strive to provide solutions that create lasting value for our clients.

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.