Jsg Tax & Asset Management LLC

Jsg Tax & Asset Management LLC Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.

Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision

and objectives. We can help you execute a sound financial program utilizing the following products and services:
Tax management
Investment management
Retirement strategies
Estate conservation


Securities and investment advisory services offered through Osaic Wealth, Inc.

06/01/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

Concerned about the social impact of your investments?
05/29/2026

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

Buying a home may be your largest financial commitment. Which loan is best for your situation?
05/27/2026

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Whether your business stays in the family or is sold – it’s important to have a properly structured and well-funded cont...
05/26/2026

Whether your business stays in the family or is sold – it’s important to have a properly structured and well-funded continuation plan in place. I want to help you feel confident in your succession plan. Message me with your business planning questions.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
05/25/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be insp...
05/22/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

When you retire, how will you treat your next chapter?

The average college senior graduates with credit card debt. How will your kids manage money?
05/20/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Successful business owners are thinking outside the box when it comes to employee benefits. Offering long-term care (LTC...
05/19/2026

Successful business owners are thinking outside the box when it comes to employee benefits. Offering long-term care (LTC) coverage can set you apart from your competitors while leveraging additional tax advantages.

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
05/18/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
05/15/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Address

1000 Bridgeport Avenue Suite 305
Shelton, CT
06484

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

Telephone

+12035132890

Website

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