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.

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
06/08/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Learn how insurance deductibles work, and how they can help you save money.
06/05/2026

Learn how insurance deductibles work, and how they can help you save money.

Knowing how insurance deductibles work can help you save money.

Are you ready to embark on your retirement journey? Planning for retirement can be as enjoyable as the trip itself. In t...
06/04/2026

Are you ready to embark on your retirement journey? Planning for retirement can be as enjoyable as the trip itself. In the days ahead, we will be offering even more retirement planning details to help you prepare for your greatest adventure yet. In the meantime, please share with us where you’d like to travel to in your retirement.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
06/03/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

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.

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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