JGP Wealth Management

JGP Wealth Management Plan. Position. Prosper.

05/28/2026

Three costly divorce mistakes women make: keeping expensive homes without considering full costs, forgetting to update beneficiaries, and underestimating health insurance expenses.

05/26/2026

Business succession: river cabin (flowing money) to lake cabin (protect what you have) requires mindset shift.

💰 Clear information turns math into optionality and choices.

05/22/2026

Tax loss harvesting can save thousands by selling losing investments and buying similar ones, offsetting gains while staying invested. Watch for wash sale rules.

05/20/2026

Three estate documents women need by 40: revocable living trust, financial power of attorney, and healthcare directives. Women outlive spouses and need long-term care more often.
attorney

05/18/2026

Financial confidence comes from: clarity on goals, understanding guidance plan, ex*****on roadmap, and trust development.

🤝 Until there's full trust, you never have real confidence.

05/15/2026

Systematic asset allocation: set target percentages, create rebalancing triggers, document the system, and stick to it regardless of market emotions.

05/14/2026

Prepare for life's three D's - Death, Divorce, Dementia - by building professional support teams, organizing documents, and updating plans before crisis hits.

05/12/2026

Culture beats strategy: assessment tools identify unique gifts, plug people where they offer greatest leverage.

💡 Playing to strengths all day creates winning culture.

05/11/2026

Smart investors still make debt mistakes: not understanding inflation's impact, rushing to pay off low-rate mortgages, and avoiding all leverage when strategic debt can accelerate wealth building.

05/07/2026

20 years in wealth management: credentials provide foundation, but experience managing portfolios through market cycles teaches what really protects generational wealth.

05/04/2026

The R-Factor question: "Three years from now, what would need to happen for you to feel good about your progress?" Money is means, not end.

Address

1140 SW Washington Street, Suite 640
Portland, OR
97205

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+15034466450

Website

Alerts

Be the first to know and let us send you an email when JGP Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to JGP Wealth Management:

Shortcuts

Share

Category