JDG Wealth Group – Building Wealth One Generation At A Time

Join us to learn about the new wave of technology and ways to invest in it.

WE PROVIDE YOU WITH…

At JDG Wealth Management Group, we provide second opinions or in-depth analyses. Below are some of the areas in which…

With a plan and comprehensive advice, pursuing your financial goals may be possible. Our strategy is to develop a…

We are committed to managing your portfolio to insure that it is in alignment with your: Risk Tolerance - Conservative,…

Need an Estate Plan? We have developed a relationship where our office can coordinate information to help provide you with…

Our Core Values

Through understanding, reasoning, and wisdom, we can educate our family,…

A family’s legacy is everlasting. It lives on through our…

In order to manage wealth, you may want to have…

Q4 2020 earnings season may be the last in this earnings recession, and earnings may start to grow in 2021.

We favor stocks over bonds based on expectations for a strong economic and earnings recovery in 2021.

LPL Research explores policy changes affecting the stock markets in 2021, including taxes, regulation, and stimulus prospects.

The US economy has made tremendous progress in its recovery and is poised to continue growing despite ongoing impacts from COVID-19.

LPL Research reviews 2020, the longest economic expansion and shortest recession on record, massive stimulus, low Treasury yields, and elections.