
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

Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now