Think wealth management isn't for someone like you? We work with individuals just starting to invest; owners of small and mid-sized businesses looking for help with retirement and financial plans; and people who want solid advice about their Oregon PERS or government benefits.
The Salem area JGC Wealth Management team includes experienced CPAs who will consider the tax implications of your financial plan while they work with you to shape your financial future.JGC Wealth Management, LLC is a Registered Investment Advisor firm in the States of Oregon & California.
The Salem area JGC Wealth Management team includes experienced CPAs who will consider the tax implications of your financial plan while they work with you to shape your financial future.JGC Wealth Management, LLC is a Registered Investment Advisor firm in the States of Oregon & California.
Services
When it comes to building your financial future, you need someone with the knowledge to get you where you want to go. Someone who is experienced in financial planning and analysis. But life is too short to spend time with people who don't make you smile. Visit our office, located in South Salem. You'll meet the CPAs and staff of Johnson Glaze & Co. and the JGC Wealth Management team.
Work with people you can share a laugh with to map out your financial future. Creating a financial plan helps you see the big picture and set long- and short-term life goals, a crucial step in building the future you're looking for. When you have a financial plan, it's easier to make financial decisions and stay on track.
When you're ready for a down-to-earth, practical approach to personal financial planning, talk to us. We're committed to planning for financial fitness, whether you're just starting out, preparing for retirement or want to leave a lasting legacy. We'll work with you to create a practical, carefully crafted road map.
We've all seen the photos on the investment brochures: Tan, 60-something couples on the decks of yachts, playing tennis or sipping wine overlooking a sweeping vineyard. Is this how you picture your successful retirement? Few of us do, which is why it can be so challenging to start a personal retirement plan.
Employers like you agree how costly and unproductive employee turnover can be. Whether you're a for-profit, not-for-profit, or public-sector employer you have the same goal when it comes to employees: attract and retain quality people who will fulfill on your organization's long-term goals. One of the best ways to keep great people is to offer flexible and useful retirement plan benefits.
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