About Jgp Wealth Management, LLC
<p>Working with entrepreneurs and executives in the Portland metro, JGP Wealth Management, LLC is a fee-only Registered Investment Adviser (RIA) that also has an office in Bend, serving clients across Central Oregon.</p> <p>Founded in 2018, the firm provides wealth management built around financial planning and investment management, with support for retirement income planning, estate planning, and tax optimization strategies. JGP Wealth Management reports $1.2B in assets under management (2026).</p> <p>Client work often centers on business owners, divorcees, high-net-worth individuals, and executives at publicly traded companies, including Nike leaders and women professionals. A key differentiator is the firm’s focus on situations where equity compensation, business cash flow, and major life transitions drive planning decisions.</p> <p>As a <a href="/plan-advisors">plan advisor</a>, JGP Wealth Management also offers 3(21) fiduciary investment advisory services for retirement plans.</p> <ul> <li>Fee-only RIA with offices in Portland (HQ) and Bend, Oregon</li> <li>Financial planning and investment management</li> <li>Retirement income planning, estate planning, and tax optimization strategies</li> <li>3(21) fiduciary services for employer-sponsored retirement plans</li> <li>Works with entrepreneurs, business owners, divorcees, and corporate executives</li> </ul>
Website: https://jgpwealth.com/
Founded: 2018
Office Locations
- Bend, OR
- Portland, OR (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.2B