Asset Management

JGC Tax & Wealth Management is a team of down-to-earth, approachable financial experts who get it. We help real people like you protect and grow their nest egg.

Asset Management

“Wealthy” doesn’t mean the same to everyone. It’s not just the number of zeroes on an account statement. It’s also the hard work, commitment, and sacrifices you put in. You have more than dollars and cents invested in your nest egg - it’s the sum of your hard work and dreams for the future. No matter the dollar totals of your assets, we work to have your portfolio grow, be broadly diversified, and suitably allocated.

When you choose JGC Tax & Wealth Management to manage your assets, here’s what to expect:

  • You’ll spend time with your wealth manager discussing your situation, financial requirements, goals, and appetite for risk. This will help us develop a plan for allocating your assets.

  • You’ll receive a formal investment policy statement describing portfolio management and maintenance over the long term. You’ll know what to expect from us.

  • We’ll research, monitor, review, and rebalance your investments regularly.

  • You’ll receive regular updates, including monthly statements, quarterly letters, and periodic meetings. Daily online access is available.

What to bring to your first appointment:

There is no charge for your first visit with us.

To help us prepare your investment analysis and create your plan, please bring or send the following documents:

  • Income records such as W-2 forms and tax returns for the last three years.

  • Most current 401(k) and other retirement plan statements.

  • Latest investment account and bank statements

Contact us today

JGC Tax & Wealth Management (“JGC”) is an investment advisor registered with the US Securities and Exchange Commission. JGC provides wealth management services where it is appropriately registered or exempt from registration and only after clients have entered into an Investment Advisory Agreement confirming the terms of the client relationship and have been provided a copy of JGC’s Client Relationship Summary and ADV Part 2A brochure document. The information contained on this website is provided for informational purposes only, is not complete, and does not contain material information about making investments in securities including important disclosures and risk factors. Under no circumstances does the information on this website represent a recommendation to buy or sell stocks, bonds, mutual funds, exchange-traded funds (ETFs), other securities, or investment products.  Prior to taking any action, all investors are encouraged to consult with the appropriate professionals before implementing any investment, tax, and legal strategy.

All accounting and tax related services are provided separately through Johnson Glaze & Co., an affiliated accounting firm.  Johnson Glaze & Co. accounting and tax services are separate from the wealth management advisory services.  Investment advisory clients are under no obligation to engage Johnson Glaze & Co.