OurWealth Advisors
Specializing in Risk & Portfolio Management, Tax-Aware Investing, and Goal-Based Financial & Estate Planning.
Armed with the knowledge, skill, and experience to identify and analyze the challenges you face, we develop specific strategies to help minimize taxes, maximize growth, monetize assets, and transfer wealth, each according to your goals and objectives. To drive your success we communicate regularly, offer frequent helpful tips via our personalized blog and monthly newsletter, and provide industry-leading, user-friendly technology so you can track and monitor your progress from the palm of your hand, 24/7. Best of all, our client satisfaction team is second to none and happily at your service.
JON C. GOODMAN, CPWA®
FOUNDER AND CERTIFIED PRIVATE WEALTH ADVISOR® PROFESSIONAL
Fiduciary, Jon C. Goodman, founded JCG Advisory Partners—an independent investment firm headquarterd in Bozeman, Montana—to help private individuals, families, and foundations safely bridge the gap between where they are financially and where they would like to be. Jon is a long standing member of the Investments & Wealth Institute, has earned the prestigious Certified Private Wealth Advisor® designation, and is Series 66 licensed. He completed his undergraduate and graduate degrees at Duke and Georgetown Universities respectively and holds certificates in Writing from Stanford University and Private Wealth Management from the University of Chicago’s Booth School of Business. Jon is also the founder of the personal finance app, millionaireME, designed to help individuals from all walks of life service debt, fund their emergency accounts, and invest toward both short and long term financial goals. Jon lives in Bozeman, MT with his wife, Ceci, with whom he enjoys time with their five children and two grandchildren, all the more in the Great Outdoors.
Wes McCrimmon
FINANCIAL CONSULTANT
Wes McCrimmon has enjoyed a 15-year career in financial services, gaining diverse knowledge and perspective to bring to clients to help achieve their financial and personal goals. Prior to joining JCG Advisory Partners, Wes was a financial consultant for LPL Financial. Wes developed robust knowledge of the asset and wealth management industry via roles in product distribution of mutual funds and specialized alternative investment platforms for firms including JP Morgan, Deutsche Bank and FS Investments. Always brining a service-centric approach to his work, Mr. McCrimmon is thrilled to align with JCG Advisory Advisory Partners to enhance the value he brings to clients. Mr. McCrimmon earned his B.S. in Finance from the University of Idaho and is Series 66 licensed. A Montana native, Wes resides in Bozeman with his wife and two children and enjoys spending time with family and friends, golf and traveling.
Our mission is to provide advanced Private Wealth planning solutions to HNW individuals, families, and foundations in the Intermountain West with both the personal and professional care they deserve.