Our Philosophy

The philosophy of JGM Wealth Management, L.L.C. ("JGM Wealth") is simple. We want to get to know you in order to help you make the best and most informed investment and financial planning decisions possible.

As a registered investment advisory firm, JGM Wealth's focus is to understand your goals and develop a comprehensive plan to reach them. We will meet with you to determine your needs and objectives, and then prepare and present a comprehensive analysis and discuss all recommendations.

Although JGM Wealth does not offer nor provide active ongoing investment management services to clients, together can assist with the implementation of recommendations and gauge your progress on a periodic basis if you choose such services. We can schedule regular meetings with you, or have meetings together on an "as requested" basis to assess the progress made toward achieving your goals and, when appropriate, recommend specific adjustments to your financial plan.

Because there are many factors that can change over time with either your personal situation and/or external factors such as the financial markets or the economic environment, JGM Wealth is committed to staying up-to-date on changes that occur within the investment and financial planning industries, as well as changes that occur with regard to income tax and estate tax rates and laws, retirement plans options and contribution limits, social security laws, and other important areas that may affect you.  This allows us to provide you with the most current and relevant information as well as the most appropriate financial advice as it relates to your specific needs, goals and objectives.

 

 

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