We are committed to managing your portfolio to insure that it is in alignment with your:
- Risk Tolerance – Conservative, Moderate-Conservative, Moderate, Growth, Aggressive Growth
- Financial Goals – Buying a house, Starting a business, Retirement, Sending kids to college
- Time Horizon – Short Term (<2 yrs.), Intermediate Term (2-10yrs.), Long Term (10+ yrs.)
There is no one-size-fits-all portfolio. Each portfolio is customized to your needs and objectives. At JDG Wealth Management Group, we believe asset management is as personal as your relationships.