phone  503-304-9248                                Address                            The office is closed due to COVID-19 caution. Please call, leave a message and someone will
get back to you ASAP. Or email Please mail any paper documents that
we will need to the office or upload a digital copy to our portal.

never stuffy

Fee-only financial planning from
a down-to-earth Salem-area
wealth management team.

Michael Blanchard, CPA/ABV
Joshua Morrow, CPA/CTFA

Fidelity Investments - Account Access

TD Ameritrade - Client Portal

What is fee-only financial planning?

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.

Financial planning

A good plan guides your future, whatever you want it to be.

more info

Asset management

To match your outlook, we view your investment portfolio from every angle.

more info


Retirement is meant to be secure and comfortable. We can help.

more info

Wealth management for real people

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.

oregon pers

employer retirement plans

personal investing

Michael Blanchard, CPA, of JGC Wealth Management.

An experienced team of personable and practical financial professionals

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.

meet your team


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.

Effective options for long-term goals

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.

learn more

primary investment resources:

Learn more about these resources from their overviews, ready to download below.


advisor's alpha, Vanguard

added value of financial advisors

Dimensional Fund Advisors

introduction to dimensional fund advisors

dimensional firm overview

recent blog posts:

Equifax Debacle 101

September 13, 2017, by Michael Blanchard

Web Design and Web Development by Buildable