Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Estate Planning Strategies
  • Business Retirement Plans

Community participation

Do you have questions about your tax strategy?

At JC Wealth Management Group, we believe in a collaborative approach to tax strategy. Understanding that effective tax planning is highly personalized, we’re committed to working hand in hand with your CPA. The goal of this partnership is for your tax strategy to be integrated with your overall financial picture, providing a tailored fit to your unique needs and goals. If you have questions or are seeking guidance in navigating the complexities of tax planning, we invite you to reach out! Together, we’ll craft a tax strategy that enhances your financial well-being with the meticulous care and precision you deserve.