JGP Wealth Management Home

JGP Wealth Management Home

Services
Overview
FOR INDIVIDUALS & FAMILIES
FOR INDIVIDUALS & FAMILIES

Financial Planning

Investment Management

Retirement Income Planning

Estate Planning

Lending Optimization

Tax Optimization Strategy

Cash Flow Planning

Education Planning

Philanthropic Planning

Executive Comp Optimization

Divorce & Family Law Planning

Loss of a Loved One

Navigating Elder Care

Downsizing & Direction

Liquidity Events
FOR BUSINESS OWNERS
FOR BUSINESS OWNERS

Dealer Reinsurance

Food & Beverage
Our Team
About Us
Our Process

Community Involvement
For 30 years we’ve confidently helped our clients live the life they want.”

Jeff Paustian
CEO
Insights & Resources

Awards

JGP named #1 Best Place To Work in Portland, Oregon

Awards

JGP Named #1 Best Place to Work (Portland Business Journal)

Jeff Paustian

Jeff Paustian

September 7, 2026

Every plan begins with a conversation.

Person of Contact

Your responses go directly to a senior member of our team, who’ll guide the next steps toward a personal conversation. No automation. No sales pressure.

Rather pick up the phone? Call us: 503-446-6450

JGP Wealth Management is a registered investment adviser. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by JGP Wealth Management unless a client service agreement is in place. This commentary reflects the personal opinions, viewpoints and analyses of the JGP Wealth Management employees providing such comments, and should not be regarded as a description of advisory services provided by JGP Wealth Management or performance returns of any JGP Wealth Management client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. JGP Wealth Management manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

PDX

1140 SW Washington St. Suite 640 Portland, OR 97205

Bend

2230 NW Labiche Lane Suite 220 Bend, OR 97703

Phone: 503-446-6450

Fax: 503-446-4976

Email: info@jgpwealth.com

Comprehensive Wealth Management

Financial Planning
Investment Management
Retirement Income Planning
Estate Planning
Lending Optimization
Tax Optimization Strategy
Cash Flow Planning
Education Planning
Philanthropic Planning
Executive Comp Optimization

Life Transitions

Loss of a Loved One
Divorce & Family Law Planning
Navigating Elder Care
Downsizing & Direction
Liquidity Events

Professional Services

Dealer Reinsurance
Food & Beverage

About Us

Our Team
Our Process
Community Involvement

Insights & Resources

Insights

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