J G C Wealth Management

Our Mission: Guiding you towards financial freedom

JGC Wealth Management is a team of experienced, approachable financial professionals based in Salem, Oregon. We believe in providing personalized, fee-only financial planning to individuals and businesses in the Salem area and beyond.

Who we are

Composed of passionate and dedicated individuals, our team has extensive experience helping clients achieve their financial goals through customized plans and investment strategies. We leverage our expertise to guide you through the complexities of financial planning, empowering you to make informed decisions about your financial future.

What sets us apart

• Fee-only philosophy: We believe transparency and accountability are crucial to building strong client relationships. We charge a transparent fee for our services, eliminating any potential conflict of interest associated with commission-based planning.
• Individualized approach: Every individual and every situation is unique. We take the time to understand your goals, concerns, and financial situation to tailor a plan that works specifically for you.
• Client-centered process: We involve you every step of the way, providing clear explanations and answering your questions in plain language.

Financial Planning

• Develop a comprehensive plan to manage your financial goals, including retirement planning, investment strategies, and estate planning.
• Identify potential risks and develop strategies to mitigate them.
• Create a roadmap for achieving your financial dreams.

Asset Management

• Customized portfolio management tailored to your unique goals and risk tolerance.
• Long-term investment strategies based on modern portfolio theory for sustainable growth.
• Regular portfolio review and rebalancing to ensure optimal performance.

Retirement Planning

• Comprehensive guidance on maximizing your retirement accounts and plans.
• Strategies for income distribution in retirement.
• Planning for a secure and comfortable future.

Additional Services

• Retirement planning for employers and small businesses.
• Investment planning for individuals and families.
• Self-employed planning and business succession planning.

Our Commitment

We are committed to providing exceptional client service and building lasting relationships. Our goal is to empower our clients to take control of their financial future and achieve their financial goals.