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Do Your Friends & Family Need Financial Guidance? We’re Here to Help

By Joe Gross, CDFA®

The unprecedented uncertainty of the past year and a half has been the cause of increased stress for many people—on both a local and global scale. Businesses and individuals alike are having to constantly adjust to an ever-changing world.

To avoid adding to their stress in times like these, many people respond by putting their financial planning on hold (just when you need it the most!). Instead of retreating from taking action, let JGP Wealth Management act as your support system. We help you manage the financial stress in your life and by working with you to create a comprehensive financial plan that gives you the confidence you deserve in this increasingly unstable world.

Guiding You Through Trying Times 

The financial decisions you make have a lasting impact on your life and those you care about most. When planning for the future, you not only need to consider your own needs but also those of the people and causes you love and who may depend on you. Creating a financial plan that takes into consideration where you are financially, where you want to be, and how you are going to get there can be a tall order in this challenging environment.

Planning for retirement and managing life’s transitions are some of the financial challenges many individuals face today. A dedicated financial advisor in your corner can ease the burden of making some of these overwhelming decisions. Our background and education have informed our ability to analyze our clients’ lifestyles and create a personalized financial plan for them. We want our clients to get their best life possible with the money they have, regardless of market conditions or the state of the world around them.

Providing Exceptional Service to You & the People You Care About 

JGP Wealth Management offers a personalized and professional experience. We want to know what is important to you about money, listen to your needs and concerns, and provide advice that aligns with your values and expectations. We know the importance of creating a financial plan that helps you take control of your life no matter what challenges you face.

For us, providing trusted support and partnership is just the beginning of our process. We treat each and every client as if they are our only client. It’s how we do business. No exceptions.

Friends & Family Are Welcome 

Do you know someone you believe would benefit from our insight and guidance? We welcome the opportunity to meet them. Simply have them contact Joe today at 503-446-6450 or jgross@jgpwealth.com so they can partner with a financial planner who understands their unique needs and inspires them to be more confident in their financial decisions.

About Joe

Joe Gross is first vice president and senior financial advisor at JGP Wealth Management, an independent, fee-based financial advisory firm in Portland, Oregon. With over 25 years of experience under his belt, Joe is passionate about putting his clients first and helping them stay focused on their financial goals, inspiring confidence in their future. As a Certified Divorce Financial Analyst (CDFA®), he specializes in addressing the unique financial issues of divorce. Joe is known for his tenacity to keep clients on track toward their dreams and for his attention to detail, which is second to none! His clients know that nothing will slip through the cracks when working with Joe! 

Joe graduated from the University of Arizona with a bachelor’s degree in finance. Outside of work, he enjoys being involved in the community and is actively involved with organizations close to his heart. Joe is a former president and current board member of the ALS Association of Oregon and Southwest Washington and a long-time member of The Multnomah Athletic Club. In his free time, he enjoys fly fishing, spending time with his family, and cheering on his alma mater, the University of Arizona. To learn more about Joe, connect with him on LinkedIn. You can also watch his latest webinar on How To Pick Up The Financial Pieces After Divorce.