Jgp Wealth Management, Llc
Bend, Oregon
2.5
2 Reviews
JGP Wealth Management, LLC is a prominent investment advisory firm headquartered in Bend, OR, specializing in providing comprehensive wealth management solutions to its diverse client base. With over 270 individual clients and an impressive $888,914,000 in assets under management, JGP Wealth Management has established itself as a trusted partner in helping clients achieve their financial goals.
With two offices strategically located in Bend, JGP Wealth Management caters to a wide range of clients, including high net worth individuals and organizations. While managing employer funds is within their capabilities, 401K and individua...
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Assets Under Mgmt
$888.91M
Investment Professionals
9
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Articles
Articles
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