Women Professionals
& Business Leaders
At JGP Wealth Management, we want to be part of the solution in uplifting career women and business leaders to help them gain control over their finances. We help our clients feel more confident and empowered to take ownership of their business and their legacy.
Wine & Spirits Business Owners
Not many advisors understand the business side behind running a winery or spirits company. Distilleries can be a lot to handle on their own, which is why you need to keep your finances in check. We understand that you might not have the time to weigh your options or settle on the most informed decision, but that’s where we come in.
Nike Leaders
For decades, we’ve helped Nike executives maximize their employee benefits. In our experience, we’ve found that most Nike leaders are aware of these benefits, but they just haven’t created a thoughtful plan to maximize them.
Publicly Traded Company Executives
In addition to Nike leaders, we also help publicly traded company executives understand their employee benefits so they can maximize the opportunities available to them.
Divorcees
Whether you saw it coming or were taken by surprise, divorce can be a shock to your world. And any time you face this level of emotional stress, it’s important to take some time before making significant decisions and rely on someone who has an unbiased, objective perspective. That’s what we provide for our divorcee clients.
Sudden Wealth
One of the biggest mistakes we see as financial advisors is how people mishandle sudden wealth. Generally, when you experience a windfall event, you need an experienced team to help guide with your found wealth. We at JGP Wealth Management provide the overall guidance necessary to help you bring clarity, understanding, and intention to your new reality.
Reinsurance
The automotive industry has complex reinsurance needs that require the guidance and expertise of an experienced team. That’s why we’re here for you.