Investments

Perhaps you have an inheritance. Or need a corporate succession plan. Or desire a philanthropic legacy. An investment plan is dynamic, something that requires continuous attention and focus. At J&G Associates, we can keep you on track with tactical, long-term planning that reflects your financial purpose relative to evolving investment goals, tolerance, and income-and-liquidity needs.

We work with clients to identify areas of investment opportunity, and develop asset-allocation strategies. We naturally review investments and asset relocation, when and where appropriate.