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.

Guided Wealth Portfolios

Model Wealth Portfolios

Pursue your dreams with Model Wealth Portfolios, a centrally managed platform, offers fully diversified mutual fund and/or exchange-traded product (ETP) models guided by fourteen institutional portfolio strategists….READ MORE

Optimum Market Portfolios

Whether you want to build a comfortable retirement, establish a legacy for your loved ones, or simply generate wealth, success is possible with the right investment strategy….READ MORE

Strategic Asset Management

Pursue financial independence through powerful advice…READ MORE