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 you with your newfound wealth. We at JGP Wealth Management provide the overall guidance necessary to help you bring clarity, understanding, and intention to your new reality.
What We Do
We help clients who:
Sold their business and need guidance on how to manage their wealth
Recently profited from a large real estate sale or investment
Sold their stock options
Substantial inheritance