About

JGM Wealth Management, L.L.C. ("JGM Wealth") is an independent North Carolina registered investment advisory firm committed to helping individuals and businesses achieve their investment goals and objectives by providing fee-based financial planning and advisory services only. JGM Wealth does not offer nor provide active ongoing portfolio management services to clients. 

As an investment advisory firm, JGM Wealth's primary objective is to provide unbiased advice that's tailored to meet the needs of each client, and assist them with identifying their various options and strategies to achieve their short-, intermediate-, and long-term investment and financial planning goals.

JGM Wealth has developed strong working relationships and strategic alliances with other top professionals in their respective fields who possess specific and extensive subject matter expertise. Such relationships and alliances include certified public accountants, tax and estate planning attorneys, insurance agents and brokers, employee and employer benefit providers, and other professional service providers. 

When appropriate, JGM Wealth will endeavor to collaborate with a client's other professional advisers to effectively utilize a comprehensive team approach.

The firm is dedicated to supporting, educating, and providing specific direction and advice to clients so that each can make fully informed investment and financial planning decisions.

 

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