JPG WEALTH MANAGEMENT, LLC

Overview

JPG Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm operates alongside a law practice and positions its advisory work around financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Its fee structure combines a percentage-of-assets model with hourly charges, reflecting a mix of ongoing portfolio relationships and project-based planning work. The firm is not set up as a capital allocator and does not market itself as an active ESG investor or a multi-state advisory firm. Client relationships are small in number and focused on direct, discretionary portfolio management: JPG Wealth Management leans toward equity-centered allocations while retaining the flexibility to deploy alternatives through third-party managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices