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.
What We Do
We know that industry consolidation can be a huge threat to smaller wineries. You might not always understand your financial position when the markets are in a downturn, which is why you should work with someone you trust.
At JGP Wealth Management, your financial situation is our focus. We will help build the right team to meet the goals of your business and to maximize opportunities as they arise.
We provide our clients with cash flow analysis, lending services, succession planning, maximizing executive benefits, and much more to align your business’s growth with your personal financial goals.