JGP Wealth Management, LLC

JGP Wealth Management provides investment advisory and planning services to a mix of individual and institutional clients, including high net worth individuals, trusts, pension and profit-sharing plans, corporations, and state and municipal government entities. Services described in the brochure include comprehensive portfolio management, standalone financial planning and consulting, referrals to third-party money managers, and planning work that can encompass investment, retirement, estate, charitable, corporate and personal tax planning, as well as cost segregation and corporate-structure analysis.

The firm combines five named investment strategies—Current Income, Dividend Growth, Focused Growth, Satellite, and Fixed Income—into six asset-allocation/risk categories ranging from Asset Preservation to Aggressive Growth, and uses both fundamental and technical analysis in security selection. Portfolios are actively monitored and rebalanced, may include individual equities, ETFs, mutual funds, options and municipal, corporate and government bonds, and the firm conducts due diligence and ongoing reviews when clients are placed with third-party managers.

Noteworthy for a multi-team advisor of its scale (roughly $1.43 billion in discretionary AUM, 18 advisors and about 771 clients), the firm’s client mix explicitly includes state and municipal government entities and it incorporates municipal debt securities within its Fixed Income strategy—an uncommon client focus among peers. The combination of public-entity clients, specialized corporate and tax-related planning offerings, and a multi-strategy investment framework differentiates its service set from many other multi-team advisory firms.