WEALTH MANAGEMENT

🔹Personalized Wealth Management for Families, Professionals, and Business Owners

At Jeung Agency, our comprehensive wealth management approach is designed to help you enjoy your wealth today while protecting it for future generations. Whether you're building, preserving, or transferring wealth, we provide the customized strategies you need to reach your goals with confidence.

💼 Our Wealth Management Services

We tailor every financial strategy to fit your lifestyle, values, and long-term vision. Our services include:

📊 Financial Planning

Personalized roadmaps to help you meet short- and long-term financial goals.

💰 Investment Planning & Strategies

Custom portfolios built for performance, risk management, and tax efficiency.

📈 Advanced Portfolio Management

Active and passive strategies designed to optimize returns and manage volatility.

👴 Retirement Planning & Income Strategies

Create lifetime income, maximize Social Security, and protect your retirement savings.

⚖️ Estate Planning

Ensure your legacy is passed on efficiently and according to your wishes.

🔐 Risk Management

Protect your wealth with insurance planning, asset protection, and liability coverage.

💵 Tax-Efficient Strategies

Minimize tax exposure through smart asset location, withdrawal sequencing, and more.

🤝 Advisor Coordination

We coordinate with CPAs, attorneys, and other professionals to align your financial plan.

🏢 Business Planning & Succession

Build value, retain key employees, and plan for a smooth exit or ownership transfer.

👨‍👩‍👧‍👦 Multi-Generational Wealth Planning

Pass down assets with intention while educating and preparing heirs.

❤️ Charitable Giving & Legacy Planning

Create a lasting impact with strategic philanthropic solutions.

🎓 Education Funding

Smart strategies for college savings, including 529 plans and investment options.

🌟 A Holistic Approach to Managing Wealth

We believe successful wealth management goes beyond numbers — it’s about aligning your financial plan with your life. With access to over 70+ top-tier financial institutions and our client-first fiduciary approach, you’ll receive personalized advice that evolves with your needs.

Learn more about how we help clients build and protect generational wealth.

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