Why to Use a Virtual or Automated Advisor - JG Wealth Management

While some people prefer full concierge service and more face-to-face interactions with their financial advisor, others are opting for the convenience that an automated advisor brings. Learn more about why a virtual financial advisor or automated advisor could be right for you, coming right up!

You want access to your accounts, and you want it now. Gone are the days where you have to give your financial advisor a call to check up on your accounts. With a virtual advisor, you simply login to your account 24/7 and the information you need is at your fingertips.

Using a virtual advisor gives you the freedom to focus on your priorities. Taking time out of your busy day to go to an appointment with your financial advisor is no longer a requirement.

For those of you who travel a lot or move frequently, you can maintain your relationship with your current advisor. You have access to one firm no matter where you go, but still have the ability to check in via video conferencing and phone.

It doesn’t matter if you’re a young professional or a millionaire—we have a low minimum investment amount for our services. Where some financial firms would turn a client away for not meeting a certain amount of assets, JG Wealth Management builds relationships and your assets!

You will be able to do a number of other tasks that don’t require a visit to our office or additional equipment. Have online access to your financial plans, as well as contracts, forms, and other documents. We will even present them to you through screen sharing to explain them!

We’re here for you every step of the way on your wealth building journey. Whether you want to meet with us face to face, over the phone, through video, or through our automated advisor service, we’ve got you covered.

JG Wealth Management provides an unparalleled level of service no matter how you wish to do your financial management, no matter where you are, no matter what timezone you’re in. Visit us online at www.jg-wm.com, and be sure to like us on YouTube, Facebook, LinkedIn, and Twitter.

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