Building Wealth One Generation At A Time In order to be truly free from all of the things you despise and dislike, you must be able to say no, confidently, to both. In order to say no, confidently, you must be convicted in your faith, open in your thoughts and independent with your finances. Do you know your Risk Number? It may surprise you! Click Here to Find Out Now

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We Provide you with...

consulting consulting


At JDG Wealth Management Group, we provide second opinions or in-depth analyses. Some of the areas in which we consult are: Business Planning Strategies, Retirement Planning Strategies, Investment Portfolios...

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Financial Planning

With a plan and disciplined advice, pursuing your financial goals may be attainable. Our strategy is to develop a roadmap that is designed for your specific set of needs. We start by focusing on the four areas of financial...

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Portfolio Management

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,...

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