JAG Financial

Your trust. Our experience.

Financial planner in Vancouver, WA (show on map)

5.0

★★★★★

7 reviews

A financial advisory firm providing wealth management, retirement planning, and investment strategies for individuals and business owners.

Call (360) 448-2054

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About

JAG Financial is a financial advisory practice based in Vancouver, WA, operating through LPL Financial, a registered investment advisor and member of FINRA and SIPC. The firm offers wealth management, retirement planning, estate strategy, peak-career wealth building, and investment management services.

They serve entrepreneurs, executives, peak-career professionals, pre-retirees, retirees, and high-net-worth individuals. Their three-step process involves assessing the client's current financial situation, strategizing a customized plan, and implementing and monitoring portfolios. The firm also assists with selling and transitioning financial advisory practices (book of business).

Team approach with diverse backgrounds and experience

Custom financial strategy for every client

Three-step process: Assess, Strategize, Implement

Decades of combined industry experience

Support for selling and transitioning financial advisory practices

Services

Retirement Planning

Strategies for every phase of retirement, including income strategies and portfolio construction for long-term growth.

Income strategies Portfolio construction Long-term growth planning

Wealth Management

Portfolio construction and risk management for preserving and growing assets.

Portfolio construction Risk management Customized portfolios

Peak-Career Wealth Building

Wealth-building education and strategies for professionals in their peak earning years.

Wealth-building education Professional strategies Goal-oriented planning

Estate Strategy

Strategies for every phase of life, including trusts, legacy planning, and wealth transfer.

Trust planning Legacy strategies Wealth transfer

Investment Management

Custom financial strategy and investment management experience for investors of all levels.

Custom strategies Portfolio monitoring Risk-tolerance matching

Book of Business Transition

Guidance and support for financial professionals selling or transitioning their advisory practice.

Valuation Compatibility assessment Integration support

Credentials & Certifications

LPL Financial — Registered Investment Advisor

FINRA Member

SIPC Member

Reviews

Rating

★★★★★

Reviews

"I highly recommend Joe Gaudio and his team at Jag Financial!"

Frequently Asked Questions

What services does JAG Financial offer? +

JAG Financial offers retirement planning, wealth management, peak-career wealth building, estate strategy, investment management, and book of business transition services.

Who does JAG Financial serve? +

JAG Financial serves entrepreneurs and executives, peak-career professionals, pre-retirees and retirees, and high-net-worth individuals.

What is JAG Financial's three-step process? +

The three-step process is: (1) Assess — understand where you are financially and where you want to be; (2) Strategize — create a plan and build customized portfolios; (3) Implement — construct and monitor portfolios, meeting regularly to review and adjust.

Is JAG Financial a registered investment advisor? +

JAG Financial is not itself registered as a broker-dealer or investment advisor; its financial professionals operate through LPL Financial, which is a registered investment advisor and member of FINRA and SIPC.

Where is JAG Financial located? +

JAG Financial is located at 201 NE Park Plaza Drive, Suite 150, Vancouver, WA 98684.

Can JAG Financial help with selling a financial advisory practice? +

Yes, JAG Financial offers guidance for selling and transitioning a financial advisory practice, including valuation, compatibility assessment, and integration support.

What is the firm's approach to client relationships? +

JAG Financial takes a proactive, team-based approach, providing undivided attention to each client from planning to execution to follow-up, with a focus on open and honest communication.

Does JAG Financial provide tax or legal advice? +

No, the information on the site is not intended as tax or legal advice. Clients are advised to consult legal or tax professionals for specific information regarding their individual situation.