JGC TAX & WEALTH MANAGEMENT

Overview

JGC Tax & Wealth Management is an independent, owner-operated RIA structured as an LLC that works with both individual and family clients as well as institutional relationships. The firm acts as a capital allocator and provides a mix of financial planning and portfolio management services, plus pension consulting and the selection of third‑party advisers. Its fee model combines percentage‑of‑AUM billing with hourly and fixed‑fee engagements, reflecting a blend of ongoing asset management and project‑based advice. Investment activity skews toward pooled public vehicles rather than concentrated single‑stock bets. The firm reports an active allocation program that uses third‑party managers for specialty exposures and alternatives, and it runs a predominantly discretionary program while retaining non‑discretionary relationships for certain client mandates. The firm is not an ESG‑focused investor according to its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices