JGM Wealth Management LLC

a Registered Investment Advisory Firm


JGM Wealth Management LLC is a registered investment advisory firm headquartered in Greensboro, North Carolina.

We are dedicated to getting results and helping clients achieve their goals by providing fee-based financial planning, investment management and strategic wealth planning services to individuals and small to medium-sized businesses. Simply put, we function as our client’s trusted investment advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long-term investment results.

JGM Wealth Management's core team of experts have developed strong working relationships and strategic alliances with other top professionals in their respective fields with specific and extensive subject matter expertise. Such relationships and alliances include partnerships with attorneys, certified public accountants, insurance professionals, employee and employer benefit providers, and others.

JGM Wealth Management does this with the highest levels of trust, integrity and respect while always collaborating with clients using a team approach.

We are dedicated to professionally supporting, educating, and providing specific direction to clients so that each can make fully informed decisions.

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