JMG is an independent, fee-only wealth management firm that serves clients from coast to coast.

We’ve been providing comprehensive and customized wealth management services for high net worth individuals and families since 1984.

Simply the Best

JMG received Schwab Advisor’ Services’ 2018 Best-in-Business IMPACT Award™ resulting from our demonstrated excellence in business management and client services, including achievements in integrating technology as a core part of business operations. Our standout performance as an independent advisory firm underscores our commitment to greatness in everything we do.