Our Products and Services

Investment Products**

  • Mutual Funds (Domestic and International)
  • Federally Insured CDs
  • Checking, Savings and Money Market Funds
  • Exchange Traded Funds (ETFs)
  • Bonds: U.S. Treasury, Agency, Corporate & Municipal
  • Stocks
  • International Investing
  • Options
  • Real Estate Investment Trusts (REITs)
  • Master Limited Partnerships (MLPs)
  • Annuities: Tax-Deferred Fixed and Indexed*
  • Insurance: Whole, Universal & Variable Life*


  • Fee-Only Financial Planning
  • Asset Allocation Analysis
  • Retirement Planning
  • Education Planning
  • Estate Planning Review
  • Charitable Gift Planning
  • Risk Management Planning/Life Insurance*
  • Business Succession Planning

Basic Investment Account Types

  • Individual
  • Estate
  • Joint
  • Guardianship/Conservatorship
  • Education Savings Account (ESA)
  • Trust Account (Testamentary)
  • Custodial/UGMA
  • Trust Account (Non-Testamentary)
  • Corporate
  • Investment Club
  • Sole Proprietorship
  • Partnership/Limited Partnership
  • Limited Liability Company (LLC)
  • Association/Other

Qualified Retirement Accounts

For Individuals

For Small Business Owners

Non-Qualified Retirement Accounts

For Individuals

  • 457(b)/Deferred Compensation Plans
  • Tax-Deferred Fixed & Indexed Annuities*

For Small Business Owners

  • Tax-Deferred Fixed & Indexed Annuities*


Contact us today to learn more at (336) 740-0239 or via email at Jack@JGMWealth.com.


* Insurance and annuity products may be offered through Strategic Insurance Solutions, Inc. and/or another independent agency of which one or more of JGM Wealth Management, L.L.C.’s investment advisor representatives may be affiliated as a licensed independent insurance agent. Referrals to third party insurance providers may be made where appropriate. \

 ** Investment Products other than Federally-Insured CDs are Not FDIC Insured or Bank guaranteed and may lose value.

 *** JGM Wealth Management, L.L.C. does not provide tax or legal advice. Please consult your tax, or legal advisor for questions concerning your personal tax or financial situation.

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