Advisor at JGS Wealth Management, LLC
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Firm
JGS Wealth Management, LLC
Location
Colchester, CT 06415
Credentials
PFS™, Series 65
Industry experience
15 years
John Stalega is the principal of JGS Wealth Management, LLC in Colchester, CT, holding the PFS™ designation and Series 65 license with 15 years of industry experience. He has operated his CPA and financial planning practice since 2005, providing tax preparation and accounting services to individuals and small businesses. His accounting practice occasionally offers investment advice as an incidental service. JGS Wealth Management provides ongoing portfolio advisory and comprehensive financial planning for individual clients, emphasizing Modern Portfolio Theory and passive investment strategies. The firm uses broadly diversified equity and fixed-income allocations, often employing third-party portfolio managers for portfolio construction and oversight.
Based on JGS Wealth Management, LLC
Based on JGS Wealth Management, LLC
$500 - $1,200 per financial plan
$1 - $250,000: 0.90% $250,001 - $500,000: 0.80% $500,001 - $750,000: 0.70% $750,001 - $1,000,000: 0.60% Above $1,000,000+: 0.50%
Account minimum: $100,000
79 A Norwich Avenue
Colchester, CT 06415
Connecticut
John G. Stalega, CPA, PFS
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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