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

Downsizing & Direction

Changing Jobs

Downsizing & Direction

Changing Jobs? Don’t Forget Your Retirement Account

Shannon Jones

Shannon Jones

July 8, 2019

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

PDX

1140 SW Washington St. Suite 640 Portland, OR 97205

Bend

We are moving to a new location in NW Crossing! Please send correspondence to P.O. Box 21, Bend, OR 97703 during this transition period.

Phone: 503-446-6450

Fax: 503-446-4976

Email: [email protected]

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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