SJG PWM focuses on personal financial planning, investment management, and insurance for closely-held business owners and responsible families. We add value by providing:
Logical, proactive advice.
Our goal is to provide the best experience for our clients, and to earn their referral to the people they care about.
As CERTIFIED FINANCIAL PLANNER(tm) professionals, we serve as fiduciaries to help others achieve financial success and avoid traps along the way. Please contact me for a second opinion of your plan, investment account(s), or insurance portfolio.
I look forward to connecting!
Mon-Thurs 8a-6p, Fri 9a-5p
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