J G Wealth Management

At JG Wealth Management, we believe in simplifying the wealth management process without sacrificing the quality of the service we provide. We find that it's easier to treat everyone like a VIP than it is to create tiered levels of relationships. As a fiduciary, we're held to a higher standard. We must always do what's in the client's best interest.

Jerome Greene has been a life-long advocate for others. Understanding the value of hard work, he takes great pride in helping families establish, build and preserve legacies. He works with individuals & families to help them manage their assets and develop comprehensive financial plans. Jerome also helps businesses implement and manage employer sponsored retirement plans as a third-party administrator.

At JG Wealth Management we understand that time comes at a premium, so we do everything in our power to avoid being another demand on your time. Below is a quick view of how we efficiently & thoroughly go through the process of learning about you and your circumstance and provide high quality service.

Investments and goals must have a proper fit for the strategy to make sense. We take a holistic approach to each client's unique set of circumstances to ensure that you are well positioned in a diverse portfolio of Individual Stocks, Bonds, Mutual Funds, ETFs, Real Estate, Partnerships or a wide array of other types of securities.

We recognize that a strategy without a carefully considered and constructed plan is destined for failure at worst or frustration at best. Crafting the Financial Plan is where all the "heavy lifting" is done. The Financial Plan is more than a document, it is your road map to successfully achieving your goals no matter how singular or complex they may be.