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Lifelong Wealth Management is a holistic, relationship‑driven approach to financial planning designed to evolve with you through every stage of life. Rather than focusing solely on investments or short‑term outcomes, Lifelong Wealth Management centers on aligning your financial strategy with your values, goals, and the life you envision—today and in the future.
5 Centerpointe Drive, Ste. 400, 97035, Lake Oswego, Estados Unidos
This team is by far one of the most talented and hardworking out there. They go above and beyond each and every time you need them. Even when it’s something you might not realize you need. I appreciate the care and attention they have showed me and my family through out my almost decade long journey with them. Always honest and sincere and upfront. Not afraid to help you in the ways you don’t even realize you need
I can’t say enough to recommend Jason Gong and his team at Lifelong Wealth Management. Before joining his team in 2019, my husband and I had our funds with a firm that I felt were doing a reasonable job of managing our retirement portfolio.
Like many of my friends and family, I had believed that just having our money invested in reliable mutual funds under a trusted money manager was the most we could do to manage our finances. But, with Jason, we have learned what a true “Financial Planner”does for you.
Under Jason, we have learned that you don’t have to be some wealthy investor in the stock market to realize the benefits of working with a “Wealth Planner”.
In the 7 years that we have been with him, not only has he managed and increased our investments, but he has personally shepherded us through all of the other parts of life that affect our income and resources. Things like: Planning for the impacts of medical issues. Selling a home. Refinancing. Converting funds to create tax advantages. Planning for vacations and other life adventures. Being in constant regular communication and offering timely advice about how best to manage our resources.
And above all, he is one of the nicest, most caring persons you will ever meet.
Jason and his team are true professionals and my funds with him strongly out perform any index funds or S&P.
Jason and his team are fantastic. Jason has actually increased my fund while I withdrew money to live. Jason and Jane are easy to work with, know what they are doing and are willing to help me. But Jason is not a pushover, he helps you stick to your financial goals!
Jason and his assistants are wonderful and always are willing to help.
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