JPFG Wealth Management is a Charlotte, North Carolina-based registered investment advisory firm led by Chaz Laney, offering personalized financial planning and wealth management services. Their approach begins with a “Discovery Interview” to understand clients’ financial situations, followed by the creation of a customized “Asset Map” to visualize goals and strategies. The firm provides a range of services, including cash and investment management, retirement planning, debt management, asset protection, long-term care, estate planning, and tax strategies. Committed to a fiduciary standard, JPFG emphasizes building long-term relationships and offers educational resources like articles, calculators, and videos to help clients navigate their financial journeys.