JCG Advisors, led by Jon C. Goodman, provides private wealth guidance to individuals, families, and foundations in Montana and the broader Intermountain West. Goodman is described as Montana’s first and only Certified Private Wealth Advisor® designee. The firm takes a personal, collaborative approach, helping clients connect financial decisions with their values, goals, and vision for the future.

Its services bring together investment management, insurance, financial planning, and consulting. Offerings include retirement, tax, and estate planning; life, disability, and long-term care insurance; portfolio and personal risk analysis; closely held business consulting; executive stock option strategies; charitable giving techniques; and financial literacy projects. The firm also specializes in risk and portfolio management, tax-aware investing, and goal-based financial and estate planning.

JCG Advisors guides clients through an initial conversation, clarifying what a fulfilling financial life means to them, and developing a goals-based plan and investment strategy. Its stated mission is to provide advanced private wealth planning solutions with both professional expertise and personal care.