JG Wealth Management, founded by Jerome Greene, is an independent financial advisory firm committed to providing personalized wealth management services to clients at various stages of their financial journey. With a focus on treating each client with respect and care, the firm offers flexible solutions tailored to individual needs.

Headquartered in San Diego, California, JG Wealth Management operates with a small team, maintaining a low advisor-to-client ratio to ensure personalized attention. The firm emphasizes its independence to offer diverse service models and work directly for the benefit of its clients.

While specific details about their services and investment strategies are not publicly available, JG Wealth Management’s mission centers on guiding clients through financial successes and challenges with compassion and expertise.