JGS Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
The firm provides ongoing portfolio advisory and comprehensive financial planning to individual clients, covering investment strategy, asset allocation, retirement and tax planning, risk management, and estate planning. It also selects third‑party portfolio managers to construct, rebalance, and monitor client portfolios, and generally requires a $100,000 account minimum that may be waived in certain cases.
JGS Wealth Management’s investment approach emphasizes Modern Portfolio Theory and passive implementation, using broadly diversified equity and fixed‑income allocations executed primarily with open‑end mutual funds and exchange‑traded funds. Equity strategies are globally diversified while fixed‑income allocations tend toward shorter‑term, investment‑grade securities; the firm documents the usual MPT and passive management risks, including reliance on historical inputs and exposure to market downturns.
Distinctive aspects include an affiliation with the principal’s CPA practice: the advisory firm and the accounting practice may refer clients to one another (no referral or solicitor fees are paid), and the principal devotes a substantial portion of time to the accounting business. It is also notable that the firm routinely uses external managers as part of its service model to carry out portfolio construction and ongoing oversight, a practice less common among peers in this category.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
General tax planning
Passive / index investing
Fee options
$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
Main office location
JGS Wealth Management, LLC
79 A Norwich Ave.
Colchester CT 06415, United States
Number of offices
1
Most active in
JGS Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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