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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.

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

Helping You

Our goal is to help you use your newly acquired wealth to increase financial security and execute your overall financial strategy to achieve sustainable long-term, real-life returns that meet your top financial goals and objectives. If you want to partner with a team who has your best interest in mind, don’t hesitate to reach out. If you want to partner with a team who has your best interest in mind, don’t hesitate to reach out to Info@jgpwealth.com. And read our blog on 5 Smart Things To Do When You Receive A Sudden Windfall for some smart moves you should consider making today.