Wealth Strategies as Nuanced as the Wine Business Itself

From financing growth to planning life after a sale, we help wine business owners make confident financial decisions. Our role is to simplify complexity so you can focus on building, preserving, and enjoying the wealth your work creates.

Specialized Knowledge. Proven Guidance.

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Trust, transparency, and confidence are essential values of any financial manager, but are rarely found. The JGP Team doesn’t just talk these values, they embody them and practice them daily. As a result, we’re confident our finances are in responsible hands, and also feel privileged to have a strong relationship with real people who honestly care about us, not just our money. JGP is a modern-day wealth management firm, doing business the old-fashioned way, earning client trust daily while building a healthy relationship for the long-term.”

Maria Ponzi, current JGP client
Author, Speaker, and Former Owner and Past President of Ponzi Wineyards

What a relief! After 50 years of building my own portfolio, I had no idea how to manage the disbursement of funds upon retirement. The most important question that I was asked was, 'What does retirement look like to you?'. My personal assets are now being managed by JGP, and I am free to focus on everything and anything.”

Eugenia Keegan, current JGP client
Senior Vice President, Winegrowing at Jackson Family Wines

How can you help me manage multiple loans — from vineyard equipment to land mortgages — so that my debt strategy supports growth instead of overwhelming cash flow?

I’m considering selling my winery — how do I make sure the proceeds set me up for long-term financial security and not just a one-time windfall?

Food & Beverage Industry

5 Smart Things To Do When You Receive A Sudden Windfall

Joseph Gross

May 17, 2021

How can you help me manage multiple loans — from vineyard equipment to land mortgages — so that my debt strategy supports growth instead of overwhelming cash flow?

Food & Beverage Industry

5 Smart Things To Do When You Receive A Sudden Windfall

Joseph Gross

May 17, 2021

Planning Beyond the Vineyard

Your wealth journey in the wine industry extends far beyond the cellar. From securing the right financing to navigating liquidity events and building a lasting legacy, we help you simplify complexity and align every decision with your long-term goals.

Simplifying and Coordinating Lending

Running a winery often means managing multiple loans, credit lines, and capital investments. We streamline the process, helping you structure financing strategically so you can focus on growth, not paperwork.

Life after a Liquidity Event is Not Just Drinking Bubbles

Selling a vineyard or winery can be life-changing, but it’s just the beginning. We guide you through tax strategies, reinvestment opportunities, and long-term planning to ensure your next chapter is as fulfilling as the last.

Leading Through Experience

JGP brings decades of financial expertise to the Oregon wine industry, helping vintners balance passion with smart planning. From growth and succession to liquidity and legacy, we provide the guidance to turn your hard work into lasting success.