By Jake Withnell, CFP®
It’s not an easy decision to find a professional you can trust to help you navigate your financial worries and hopes. Whatever it was that propelled you to consider asking for help, we want you to know that we at JGP Wealth Management are your advocates. We put you first—always—and strive to guide you toward a strong financial future, tailoring our services to your unique needs.
But don’t just take my word for it. Recently I asked my clients to share their experience working with me. Here’s what they had to say:
My wife and I have been working with JGP Wealth Management for over three years. My only regret is that I wish we started working with them sooner. After we identified when we would like to retire, Jake created a detailed yet comprehensible plan, focused on the steps we needed to take to be as successful as possible. Due to busy schedules, we don't always have the chance to keep an eye on our finances and don’t always realize the opportunities to maximize our retirement potential. Jake goes above and beyond by identifying these opportunities and alerting us immediately, taking the responsibility off of our shoulders. We trust Jake and know that he is working hard for our family, coming up with a smart approach for a happy retirement. I believe in the value of JGP and would recommend them to anyone, without hesitation.
Relief From Worry
I first decided to seek the help of an advisor in October of 2020. Jake Withnell from JGP Wealth Management helped me invest my money without worrying about the little details. He helped me live life in the moment rather than constantly focusing on my financial situation. In fact, he took those worries right off my shoulders. Jake is a smart and skilled communicator, and you don’t need to worry about anything with him as your advisor. He allows you to relax and gives you advice when you need it. I trust Jake, which is why I recommend him to others.
About 20 years ago, I decided I needed a financial advisor to help handle the investment side of a 401(k) I was rolling over into a Roth IRA. I then started a reinsurance company and realized that my unearned premium dollars were not being invested effectively. JGP Wealth Management had an advisor, Jake Withnell, who specifically specialized in reinsurance accounts. To be honest, there really wasn’t anyone else even close to understanding these accounts. Jake has been proactive, diligent, and very accessible with all my concerns. I have recommended JGP, and Jake specifically, to many others who have similar accounts; thus far, they have experienced the same high level of excellence that I have received. Bottom line, I want an advisor that understands my needs and then communicates strategies with me consistently. JGP and Jake provide the attention I demand.
When it came time to hire a financial advisor, I did my research. I spoke with several experts and ultimately went with Jake Withnell of JGP Wealth Management. Not only did I know Jake personally from our time playing college football together, but I also felt I could trust him the most when it came to innovative and forward-thinking strategies. An added bonus is that Jake is a CPA as well as a financial advisor. When deciding whether to choose to open a solo 401(k) or a SEP-IRA, Jake hopped on the phone with my tax accountant and then explained everything to me. With his help, I was able to make a decision I felt confident in. I truly believe Jake cares about me, as well as the family and friends I've referred him to. He is always readily available, trustful, personable, and he’s undoubtedly assisted me in growing my wealth. I highly recommend Jake and JGP Wealth Management to everyone I know.
Take the Next Step
Like any small business, we thrive on client testimonials. If you’d like to share your experience with JGP Wealth Management—so more people who need our help can find us—please click the buttons below to leave us a review on Google or Facebook. We’d greatly appreciate it!
I hope these reviews give you a more personal look at what it’s like to work with us. If you’re ready to learn more and see if we’re a good fit for your financial needs, reach out to me at 503-446-6450, email email@example.com, or schedule an introductory phone call online.
These testimonials are provided by current clients of our firm. We did not provide cash or non-cash compensation in exchange for the testimonials. Our firm helped prepare the content of these testimonials based on interviews with the clients.
Jake Withnell is a financial advisor at JGP Wealth Management, an independent, fee-based financial advisory firm in Portland, Oregon. Jake is known for going the extra mile for his clients and for his passion for working tirelessly to help his clients find solutions to their financial concerns so they can confidently live out the life they want. He prioritizes listening and understanding as the foundation of his relationships with his clients, and his highest hope is that they can spend more of their time and energy on their passions knowing he is watching over their financial future. Jake specializes in serving business owners, Nike executives, and retirees, and plays a key role in JGP’s portfolio management process, building and analyzing financial models, and conducting client cash flow analyses.Jake graduated from Eastern Washington University with a bachelor’s degree in professional accounting and finance. He is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional. Jake’s claim to fame is his time playing tight end for the Eastern Washington University Eagles, all while earning four-time Big Sky Conference First Team All-Academic honors! Jake values giving back to his community and does this by volunteering with the Children’s Cancer Association, Family Building Blocks, and New Avenues for Youth. In his free time, Jake takes advantage of the many outdoor activities the Northwest has to offer, such as trail running, mountain biking, and hiking. He loves traveling and spending long weekends at his family beach house in Seaside, OR. To learn more about Jake, connect with him on LinkedIn. You can also watch his latest webinar, 6 Ways to Maximize Your Nike Employee Benefits.