JPG Wealth Management

Overview

JPG Wealth Management operates as an independent, owner-run LLC that serves individual and family clients. The firm combines fee-based financial advice with hourly consulting and acts as a capital allocator, placing client capital with third-party managers when appropriate. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. The firm's public profile also lists a law firm activity, indicating the business may be run alongside or in connection with legal services. JPG is not identified as an active ESG investor and is not described as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices