Lifelong Wealth Management Group
For Lifelong Wealth Management Group
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Overview
$10,000+
Min Project Size
$50 - $99/hr
Avg Hourly Rate
10 - 49
Employees
2010
Year Founded
ABOUT LIFELONG WEALTH MANAGEMENT GROUP
Financial Advisor
LLWMG is the ideal financial planner for entrepreneurs, providing customized financial planning and investment strategies designed specifically for business owners. With our knowledgeable team, we offer thorough solutions to assist you in reaching your individual and business financial objectives. Rely on LLWMG, the leading financial planner for entrepreneurs, for expert advice and tailored financial guidance.
Languages Spoken
English
HIGHLIGHTS
$10,000+
Min Project Size
$50 - $99/hr
Avg Hourly Rate
10 - 49
Employees
2010
Year Founded
Services
Focus
Industries
Clients
Services Provided
50% Financial Planning
50% Financial Advisory & Consulting
About the Team
OUR STORY
Jason Gong, a seasoned financial professional with credentials like CFP® and ChFC®, embarked on his career in investment management during the early 1990s with roles at Bank of America and Wells Fargo. Motivated by a desire to support clients through comprehensive financial strategies, especially highlighted during the 2008 economic crisis, he founded Lifelong Wealth Management Group to offer holistic portfolio management tailored to individual client needs. The team includes Jane, a dedicated client service representative with a background in business and journalism, committed to guiding clients effectively, and Brooke, an executive administrative assistant known for her organizational skills and client-centered approach. Together, they foster meaningful client relationships, blending professional expertise with genuine care for each client's financial journey.
Projects & Clients
Project Size & Rate
Minimum Project Size
$10,000+
Average Hourly Rate
$50 - $99/hr
Locations
Headquarters
5 Centerpointe Drive
Lake Oswego, Oregon, United States 97035
