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How does the advisor help clients – Key Takeaways:
JPG Wealth Management, LLC is a leading financial advisory firm that provides expert advice and services to clients looking to achieve their financial goals. With years of experience in the industry, JPG Wealth Management has established itself as a trusted and reliable partner for individuals and businesses seeking financial planning and investment management services.
Facts and Insights
JPG Wealth Management, LLC was founded in 2005 and has been in business for over 15 years. The company is headquartered in New York City and serves clients across the United States. As of 2020, the firm has over $500 million in assets under management and employs a team of experienced financial advisors who are committed to helping clients achieve financial success.
The firm takes a holistic approach to financial planning and offers a wide range of services, including investment management, retirement planning, tax planning, estate planning, and risk management. Their team of professionals uses a personalized approach to understand each client’s unique financial situation and create tailored solutions to meet their specific needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 12 | $500 million |
Financial Services Offered
JPG Wealth Management offers a comprehensive range of financial services to help clients achieve their financial goals. These include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
The firm also offers financial education and resources to help clients make informed decisions about their money and investments.
Client Types
JPG Wealth Management serves a diverse range of clients, including individuals, families, small businesses, and institutions. Their team of advisors has experience working with clients from different backgrounds and financial situations, providing customized solutions to meet their specific needs and goals.
Fees & Compensation
JPG Wealth Management follows a fee-based model, charging clients a percentage of the assets under management. This means that their fees are directly tied to the client’s investment performance. The firm is committed to transparency and will always fully disclose their fees and any potential conflicts of interest.
Background
JPG Wealth Management was founded by financial expert John P. Green, who has over 25 years of experience in the industry. He is a Certified Financial Planner (CFP) and has a passion for helping clients achieve financial success. The firm has a team of experienced and qualified advisors who work closely with clients to create personalized financial plans and strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, JPG Wealth Management is legally required to disclose any potential conflicts of interest to its clients. This includes any relationships or affiliations with investment firms or products that may influence their advice. The firm is committed to full transparency and will always disclose any potential conflicts of interest to its clients.