Financial Advisors
Portland, OR
JGP Wealth Management is an independent financial advisory firm based in downtown Portland serving individuals and families throughout Oregon. They provide comprehensive wealth management services including investment management, retirement planning, and financial strategy tailored to each client's goals. The firm emphasizes personalized service and long-term relationships to help clients build and preserve wealth.
Ideal for: Mid-to-high net worth individuals, Pre-retirees and retirees, Families seeking comprehensive financial planning, Business owners managing personal wealth
Service area: Portland, Oregon and surrounding areas
Independent Advisor: JGP Wealth Management operates independently, allowing them to provide objective advice without the constraints of large institutional pressures or proprietary product requirements.
Comprehensive Planning: They offer integrated wealth management services that address investment strategy, retirement planning, and overall financial goals in a coordinated approach.
Personalized Service: Based in downtown Portland with local expertise, they work directly with clients to develop customized financial strategies aligned with individual circumstances and objectives.
Address: 1140 SW Washington St Suite 640, Portland, OR 97205
Phone: (503) 446-6450
Website: jgpwealth.com
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