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Armed with the knowledge, skill and experience to identify and analyze challenges, JCG Advisory Partners LCC develops strategies to help minimise taxes, maximise growth, monetise assets and transfer wealth, per individual goals.
Armed with the knowledge, skill and experience to identify and analyze challenges, JCG Advisory Partners LCC develops strategies to help minimise taxes, maximise growth, monetise assets and transfer wealth, per individual goals.
Jon C. Goodman founded JCG Advisory Partners—an independent investment firm headquartered in Bozeman Montana—to help private individuals, families and foundations achieve their most urgent and important goals. Jon is a long standing member of the Investments and Wealth Institute, has been honoured the Certified Private Wealth Advisor® title and is Series-66 licensed. He is also the founder of personal finance app- millionaireME- designed to help individuals from all walks of life service debt, fund their emergency accounts and invest toward both short and long term financial goals.
JCG Advisory Partners helps a person define clear, achievable and measurable goals- determine how much risk they can take on- and diversify their portfolio. "Just as one shouldn’t enter the wilderness without a notion of the level of risk they are comfortable with, the markets are no different. Quantify your risk and your chances of surviving bear season increase exponentially. Even if attacked twice…" Jon C Goodman advises on the company's official website.
Services at JCG Advisory Partners LCC include Asset Management- Personal and Portfolio Risk Analysis- Data Aggregation- Digital Storage- Financial, Education, Retirement and Estate Planning- Charitable Giving Techniques- Closely Held Business Consulting- Executive Stock Option Strategies- Stocks, Bonds, Options- Alternative Investments- Financial Literacy Projects.
Pricing varies based on the service model and scope of engagement. For clients with $250K or more in assets seeking access to JCG's risk-aware- tax efficient- individual stock- bond and low-cost ETF portfolios.. JCG Managed Portfolios is ideal. However- for High Net Worth clients and non-profits with $1M or more hoping to access additional investment managers including JCG's strategic partners.. Goodman Advisory Partners will fit the bill. Lastly- for private clients and families with $5M and complex tax- estate- and charitable giving needs.. Goodman Private Wealth can serve as their dedicated- cost efficient- family-office solution.
"Do you feel sometimes like you are stuck in a rut or missing out… the vast majority of investors would say yes. To remedy that, we at JCG have a simple two step process: First, we sit, listen and quantify your level of risk and, second, we quantify the amount of risk in your portfolio then stress test it several times over to determine if who you are jibes with what you own. If not, we make appropriate recommendations that suit you and you alone…." Jon C Goodman blogs on the company's official website.
The core team is very strong. Financial Consultant Wes McCrimmon has enjoyed a fifteen-year experience in financial services, which helps clients achieve their financial goals. Wes developed robust knowledge of the asset and wealth management industry via roles in product distribution of mutual funds and specialised alternative investment platforms for firms including JP Morgan- Deutsche Bank and FS Investments.
JCG Advisory Partners—an independent investment firm headquartered in Bozeman Montana—was founded by Jon. C Goodman to help private individuals, families and foundations safely bridge the gap between where they are financially and where they would like to be. As Montana's first and only Certified Private Wealth Advisor® designee and his dedicated strategic partners… the core team takes a professional and personable approach to helping people achieve their most urgent or important goals.
Services at JCG Advisory Partners LCC include Asset Management- Personal and Portfolio Risk Analysis- Data Aggregation- Digital Storage- Financial, Education, Retirement and Estate Planning- Charitable Giving Techniques- Closely Held Business Consulting- Executive Stock Option Strategies- Stocks, Bonds, Options- Alternative Investments- and Financial Literacy Projects.
