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(330) 823-7666
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Stifel

G&J Wealth Advisory Group

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  • [email protected]
    (330) 823-7666
    FINRA's BrokerCheck
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Our “Why?” … Our Purpose!

We are inspired by the opportunity to “make a difference” in helping those we serve to pursue their “why.”

Our “How” … Our Commitment to Getting It Done!

We value trusted relationships!
We understand that our client have options, so we place great value on entrusted relationships.

We leverage more than 100 years of combined industry experience!
Meaningful experiences bring perspective, wisdom, and insight.

We are passionately curious!
Through a “growth mindset,” it is our passion that leads us to the door, but it is our curiosity that beckons us to open it.

We listen thoughtfully and intentionally!
Understanding those we serve is a key component to overall success.

We plan intelligently!
We develop well-informed strategies by leveraging our knowledge, experience, and insight.

We execute our process professionally!
We plan, implement, adapt, and collaborate through a disciplined approach.

We serve passionately!
We serve with a deep sense of urgency, compassion, and care.

Our “What” … Our Playbook!

We address the dynamic needs of our clients through each stage of life by delivering personalized strategies and a high-touch client experience. Backed by Stifel’s resources, our playbook includes:

  • Comprehensive Wealth Planning
  • Tax and Estate Planning Strategies
  • Education Planning
  • Charitable Planning
  • Customized Strategies
  • Professional Asset Management
  • Life, Health, and Variable Insurance
  • Intelligent Guidance Through Each Phase of Life


Our “Who” … Our Clients!

  • Individuals and Families
  • Business Owners/Executives
  • For-Profit and Non-Profit Businesses
  • Foundations and Endowments
  • Individual Retirement Plans
  • Corporate-Sponsored Retirement Plans

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Investing involves risk, including the possible loss of principal invested.

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