About

You come first, not our profits

A different approach to financial planning and wealth management

At JGC Wealth Management, we know the best local financial planners take the time to really get to know you, your life, and your goals. After all, you’re the one who has put the time and commitment into building the wealth you’ve accumulated and want to grow. We don’t start with a balance sheet; we start with a conversation about you.

Since we work on a fee-only basis, your best interest always comes first when we help you invest your money. Based on our rigorous financial training and years of experience, our approach is balanced and long-term.

We’re local financial planners. Stop by our office in Salem, Oregon to talk about your financial future.

What do you look for? The best financial planners offer:

  • Dedication to your dreams and goals
  • A practical approach to building and managing your wealth
  • An understanding of the whole picture, not just investments, including tax impacts, short- and long-term goals, and estate planning
  • People you like and trust, professionals you can talk to
  • Responsive service and attention to detail
  • Proven financial training and experience in wealth management

Seeing you achieve your dreams and goals is what brings us satisfaction and translates into our success. That’s what being your local financial planners means to our team.

Part of our community

We also believe in being active members in the Salem and Keizer community in which we work and live. As you read more about our team, you’ll realize we consider the health and well-being of those around us to be part of our personal and professional success.

Set up a time to come in and talk

Your first appointment is complimentary. It will give you a chance to share your expectations and learn more about who we are and how we can work together. We’ll probably share a laugh or two, also.

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