JGC Wealth Management is a team of experienced fee-only financial professionals based in Salem, Oregon, dedicated to guiding individuals towards their unique financial goals. With a focus on personalized financial planning, asset management, and retirement solutions, their down-to-earth approach ensures clients receive practical and tailored advice for a secure financial future.
Comprised of personable CPAs who consider tax implications in financial planning, JGC Wealth Management partners with industry-leading firms like Dimensional Fund Advisors and Vanguard to offer effective long-term investment strategies rooted in Modern Portfolio Theory. Whether just starting to invest or seeking advice on retirement plans, JGC Wealth Management provides accessible wealth management services for individuals and small to mid-sized businesses in the Salem area.
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