SJG Private Wealth Management

5 years ago our Mayor proclaimed 12/12 SJG Private Wealth Management Day! Help us celebrate by sending us a link to your non-profit or charity of choice so that we can help pay it forward.

That's a wrap for the toy drive this year! Thanks to everyone who helped with our biggest haul ever to make the holidays a little brighter for local less fortunate families.

Did you change jobs or retire in 2024? Has your current financial team let you down? If you have $1mm or more to invest, consider reaching out for a complimentary review! We turn portfolio reviews around in 48 hours, there is never a cost or need for PII, and we'll give you a copy of the report! We're always thankful for the chance to show off the SJG experience. Send a message or text 703-205-0407 to get started.

The annual toy drive is going strong! Thank you to everyone who has helped out. We'll be collecting through Dec 6th this year at our Jersey Shore office in Point Pleasant Beach!

We are starting our annual Toy Drive through December 6th! Please send a message if you'd like to help the effort! If you're local to our Jersey Shore office please consider dropping off an unwrapped gift.

If you're a Veteran and local to the Jersey Shore please go to Pop's Corner in Point Pleasant Beach this Monday for a meal on SJG! We are honored to serve over 100 military families and are incredibly thankful for your service to our country.

Happy Diwali to all of our friends and clients who celebrate!

We are hosting an exclusive call this afternoon with one of the nation's leading economists. At SJG, we pride ourselves on offering our clients direct access to top experts and insights that shape our team's research. This is a unique opportunity to ask questions and gain valuable perspectives first-hand. If you'd like to join and get a sense of the SJG experience, please message or text us at 703-205-0407 for more details. Thanks!

THANK YOU to our incredible clients!! We have received more introductions and referrals this year than ever before, and we truly appreciate the advocacy and partnership. Our commitment will always be to provide the best experience possible for the individuals and families we serve. The bar for great service is unfortunately getting lower as folks notice their discount options getting watered down by layoffs, consolidations, and shutting down altogether. Doesn't feel good when you can't access your account during high volatility, have to wait on a long hold to speak to a human, or can't find anyone knowledgeable that knows anything about you when you have a question. Of course any type of proactive, logical recommendations or introduction to new ideas are harder to find. When you're ready for a complimentary second opinion of your current portfolio and team, please send us a message, call, or text 703-205-0407. We can't wait to hear from you!

The best investment advice going into an election.... don't vote with your portfolio. Complimentary reviews get turned around in 48 hours and you can keep the report! Text 703-205-0407 or send us a message to chat.