By Joe Gross, CDFA®
Does it feel like your to-do list is getting longer rather than shorter? Dealing with everything that accompanies family, friends, work, and health (just to name a few) can feel like quite the juggling act. Adding even one more thing to the list can feel overwhelming. While money might not top your list—or even appear on the list at all—it should still be a top priority in your life.
Like it or not, money affects every part of life, so it’s important to be intentional with how we manage our finances. Money can provide the resources and stability that positively impact the things that matter most to us. However, because of its far-reaching impact, managing money often leads to stress and worry. That’s where the services of a financial advisor can be helpful. A financial advisor plays one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing objective counsel, so it’s important to choose wisely.
A Relationship Based on Trust
But how do you find an advisor you can trust and one you’ll want to work with for the long haul? We at JGP Wealth Management understand this can be an intimidating process. Trusting someone with your hard-earned money is not a decision you take lightly. Knowing this, we are honored to have the opportunity to continue serving more and more families and individuals who conscientiously choose to let us in on their financial journey.
We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect and get to know new clients who may benefit from the services we provide. As an integral part of our continued growth, your referrals are the highest compliment.
The JGP Wealth Management Difference
We’ve been fortunate to work with a wide range of clients who refer their colleagues, friends, and family members to us. We believe this is due to a few reasons that make us unique:
- A personalized real-world approach. No two individuals’ financial service needs will be the same, which is why we create a plan focused on your financial goals. We take the time to outline a tailored strategy based on your specific needs, goals, and circumstances.
- Strong relationships. We prioritize a hands-on client-centered approach, which has led us to form long-lasting relationships with so many of our clients. We’re proud to serve as a go-to resource and support system when someone faces a tough decision or goes through a life transition.
- A long-term commitment. We recognize that financial planning and investing is not a static process since life changes happen and investment objectives can shift over time. That’s why we provide ongoing guidance and support. Whether it’s saving for your children’s college education, planning for retirement, or preserving assets for future generations, we seek to provide the financial service resources and continuous management necessary to keep you working toward your goals.
- A dedicated team. With a diverse team of seasoned professionals who maintain a high-touch and personalized experience, we strive to help our clients simplify complex decisions about their money. We hope you feel more confident as you navigate life’s challenges and planning opportunities with a dedicated team on your side.
The People We Serve Best
We at JGP Wealth Management desire to partner with you and help carry your financial burden. Because we like to form trusted and close relationships with our clients, we strive to work with people whom we believe we can best serve, including retirees, divorcees, and business owners. While they may come from a variety of backgrounds and professions, our clients want to delegate their financial matters to a professional they can trust so they can simplify and focus on what’s important.
Do You Know Someone Who Could Benefit From Our Services?
One of the reasons we work with a select number of clients is so we can provide personalized attention and care to each client as well as their loved ones—and take these financial matters off their already full plate! When you have questions about your portfolio or strategies, we’re here to help. When you experience a new milestone in life, we’re here to help. And if you know anyone else who has questions or needs unbiased advice, we’re never too busy to help.
If you’re a client of our firm and you’ve enjoyed working with us, consider referring a friend, colleague, or family member who may benefit from our services. If they’re interested in partnering with a financial planner who is passionate about putting them first and helping them stay focused on their financial goals, inspiring confidence in their future, they can contact me today at 503-446-6450 or firstname.lastname@example.org. We appreciate your business!
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.