facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Live the Life 

You Want

We coordinate and manage your financial affairs so you can focus on what’s most important to you.

What We Do

JGP Wealth Management Team Photo

Dedicated to a Higher Standard of Financial Services

Since 1993, we’ve helped entrepreneurs and executives address their financial concerns, leverage opportunities and build upon their unique strengths so they can confidently live the life they want — because helping you live your dreams is what we do best.

Integrity | Dependability | Accountability | Confidence | Passion

Our core values serve as the foundation for our mission in serving you. 

Serving Clients Around the Globe

  • Entrepreneurs/Business Owners
  •  Reinsurance
  •  Wine & Spirits Business Owners
  • Divorcees
  • Women Professionals
  • Publicly –Traded Company Executives