Just as everyone’s idea of wealth is different, each investment or retirement plan should be
unique, too. JGC Wealth Management is an experienced team of fee-only financial professionals
in Salem, Oregon who work together for your financial future.
A good plan guides your future, whatever you want it to be.
To match your outlook, we view your investment portfolio from every angle.
Retirement is meant to be secure and comfortable. We can help.
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. Prior to any advisory work conducted outside Oregon or California, JGC Wealth Management, LLC would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.
We are proud to use prominent industry firms such as Dimensional Fund Advisors, Vanguard, and BlackRock iShares for long-term asset management. Their time-tested philosophy follows “Modern Portfolio Theory,” a process founded on years of academic research added to the knowledge of leading portfolio and asset managers.
primary investment resources:
Learn more about these resources from their overviews, ready to download below.
Dimensional Fund Advisors
recent blog posts:
January 30, 2016, by Mark W. Vermillion
January 29, 2016, by Mark W. Vermillion
January 31, 2016, by Jennika Lee