The world of finance has been male-dominated since the beginning of time, but that is beginning to change. 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.
What We Do
Some of the services we provide include:
Retirement income planning
Maximizing executive benefits
Lending coordination
Estate plan
Tax coordination
Education planning
Philanthropic strategies
Divorce planning