A partnership with our clients, aligned exclusively in their best interests.

It’s about doing what is best for you – each time – every time.


FIDUCIARY STANDARD: We seek to provide clients with the best advice – period. We have only one focus, one mission, our client and their best interests.

INDEPENDENT: Many “box store” financial advisers face pressures of quotas or goals from their home office, or pressure to offer proprietary products and services to their clients. Our independent broker-dealer model frees our wealth managers from the pressures and incentives that other advisers must balance. our goals reside in you – the client – the way it should be.

CUSTOMIZATION: We were all created differently – this is something our team understands. Our job starts with getting to know you, your goals, and allow you to paint us a picture of what you need. Then, we create your solution.

VISION: Investments can seem confusing and intimidating. We believe in spending time to educate our clients –  share with you the vision of your portfolio – a long track record of how your individual investments have reacted to different market cycles. We will instill in you the confidence to trust your portfolio, regardless of the news headlines.

Our track record speaks for itself. We utilize an old school, time tested approach that consistently delivers a path to our clients financial goals.

Aside from market metrics, clients choose JCG investment services for who we are and how we operate. We are good people serving good people. a partnership with our clients, aligned exclusively in their best interests.

As an independent firm we operate autonomously; no sales manager, no corporate incentives—we operate as our client’s trusted business partner, able to provide clear guidance in your financial goals.


Clarity. Fees. A straightforward approach. Always serving your best interests.

Investing can be intimidating. We remove the intimidation of working with a wealth manager with our straightforward approach.

CONFIDENCE: We utilize investments with long, historical track records, allowing our clients to see the past results of their investments. While past performance is no guarantee of future returns, our clients gain confidence in viewing a time-tested track record.

FEES: Our philosophy is simple: do what is best for the client and both parties will be rewarded. as your business partner, we feel mitigating the burden of client fees and expenses is job #1. We strive to lower fees whenever possible, and demonstrate this to you, the client.

STRAIGHT FORWARD APPROACH: Dazzle the client with dozens of colorful charts or provide the client with a black and white, clear understanding of their investments? We choose the latter, as we believe providing our clients with a clear interpretation of their portfolio, it builds confidence, and guides you to a successful partnership in your future.


*IMPORTANT: The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.  These figures may exclude commissions, sales charges or fees which, if included would have had a negative effect on the annual returns.  Investing is subject to risk which may involve loss of principal.  No strategy assures success or protects against loss.  Past performance is no guarantee of future results.   


Advice designed to pursue your goal, not a sales goal

Streamlined. Individualized. Time-Tested.

Whether you are an aggressive investor seeking long-term growth of your assets, a retiree seeking to generate a lifetime of income while maintaining wealth to pass on to others, or a risk-averse investor seeking to earn more than minimal interest rates at your local bank, we can build a portfolio for you.

Our portfolio design process:

  • Liquidity – in most instances our clients investments remain 100% liquid.
  • Experienced and time-tested money managers – in utilizing actively managed mutual funds, our clients see past performance – a “resume” of performance. no guesswork – a proven, time-tested approach.
  • Fee mitigation – fees and expenses do matter. As an independent wealth manager, our framework seeks to mitigate excess fees charged to the client.

A time-tested strategy designed for you – invoking confidence with a long-term perspective.

**Mutual fund investing includes risks, including fluctuating prices and loss of principal.  Active management, or tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost.  Investors should consider the tax consequences of moving positions more frequently.


PHONE: 417-829-2248

FAX: 888-529-6836

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.