
The G Wealth Management Group
Awards and Industry Recognition

Forbes
Vigilant. Informed. Collaborative. Experienced.
A comprehensive suite of services
The G Wealth Management Group provides asset management strategies for a full range of services to keep you on track toward the life you envision. Through goals-based planning, we partner alongside you towards the aspirations and goals that you have for your wealth.
- Discretionary portfolio development
- Short-duration fixed income
- Experienced handling of multiple asset classes
- Corporate services/401(k) plan development
- Strategic use of insurance
- Options
- Lending
Reputation of an industry leader
We are backed by the fiscal strength and stability of J.P. Morgan's fortress balance sheet to help safeguard your assets in various economic environments. We welcome the opportunity to help plan for your financial future and be a partner in your success.
Helping transform initiative into a lasting legacy.
We are committed to helping you pursue your goals and harnessing the strategies and research to get you there. Our team delivers three critical components that help grow capital and create value for the next generation.
Education: Providing an understanding of how capital is deployed through goals-based analysis
Ideas: Presenting emerging themes and market opportunities
Execution: Leveraging the tools to strategically implement with excellence
35+ years combined experience helping clients grow capital and create value for the next generation
MEET OUR TEAM
We have specifically structured our team to bring a diversity of background directly to you. By thoughtfully growing our practice to focus on clients who share our values, we have built a community of ambitious entrepreneurs and wealth creators, who seek guidance from a trusted source.
OUR PERSONAL MANDATE
Experience has led us to a series of principles that help us to integrate these themes. Our mandate is extremely meaningful to us and forms the basis of our practice.
We are genuinely interested in the goals you find most important
Our team hones in on what you want your assets to do for you. We emphasize strategies that prioritize your financial intentions and look for approaches that will help you to get there.
Our job is to mitigate anxiety
Irrespective of what is going on in the marketplace, we work diligently to keep you on track and stay the course. We are fortunate that you chose our team to provide you with advisory support and are dedicated to guiding you toward the financial path that's right for you.
There is value in collaborative discussion
We work best with clients who want an interactive experience. Through the use of simulations, tools and a thorough cash flow analysis, we help educate and involve you in the wealth management process.
We are thoughtful and circumspect
When it comes to analysis, our team draws on many different sources to arrive at a collective point of view. We have seen the impacts of volatile market cycles, and our clients benefit from this wisdom.
Our team is actively involved in the capital markets
Our role as investors requires direct and daily participation. We provide valuable insights at a granular level across multiple asset classes.
Market noise is nothing more than that
We don't get distracted by the top story of the day. Our job is to synthesize the abundance of information in the marketplace and present it to you in readily understandable terms.
We are skillful at making a big firm feel small
Our group serves as your dedicated team within a vast enterprise. We draw on the robust capabilities and resources of J. P. Morgan to effectively deliver the organization to you.
The time to get started is now
Recently, we have seen an interesting trend in which affluent individuals lack the confidence that they have enough money to invest with us or fear they have missed the opportunity in this current market cycle. It's important to know 'you must be an acorn before you're an oak' and we encourage you to take that first step.
Meet Our Team
Specialist Resources
Insights

How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now