An experienced financial team at the top of its game

The greater your success, the more financial complexities it can generate. There are many pieces that must be put together into a unified and comprehensive plan for managing and preserving your wealth. It’s an undertaking requiring nothing less than a most capable and experienced financial team, in our opinion, like the one you’ll find at JGL Strategic Wealth Solutions.

We understand that one’s needs evolve as life changes. That’s why we take a holistic and personal approach in planning your family’s future and financial freedom.

We are a family office that provides people like you with coordinated financial planning, addressing their tax, investment, insurance, estate and cash management needs. We have experience working with professional athletes and coaches, entertainers, entrepreneurs, physicians and professionals throughout the world. We believe that one’s best financial health comes from a consistent collaboration between our team at Raymond James and your existing team of tax and legal advisors. Working together, we help simplify your family’s financial complexities.

Meet our Financial Team