Young Lee and Associates

Life Path Wealth Advisors offers strategies to help you save, invest, and work towards protecting your finances. We offer services to those that are just starting out, those that are already building their assets, small business owners, those preparing for retirement and those that have already retired.

At JMG Wealth Management, we take a client’s need approach. Our areas of experience include asset management, financial planning, life insurance, & disability income insurance. Though these are general in definition, they do apply to most people’s core for financial planning. Most people fail to develop a plan to meet their objectives, let alone know what their objectives are. That is where I can assist clients to discover what it will take to pursue their objectives and how we can get there.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.