Lifelong Wealth Management

Financial expertise that delivers confidence, clarity, and peace of mind

Financial planner in Lake Oswego, OR (show on map)

5.0

★★★★★

52 reviews

A Lake Oswego-based wealth management and financial advisory firm helping individuals, families, and business owners build, grow, and protect wealth with personalized strategies.

Call (503) 747-6534

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About

Lifelong Wealth Management Group is a fee-based, SEC-registered investment advisory firm founded by Jason Gong. The firm helps individuals, families, business owners, executives, professionals, and physicians achieve long-term financial confidence through personalized wealth management and financial planning.

Services include portfolio management, retirement planning, estate planning, insurance planning, college savings, tax planning, business financial planning, and mortgage planning. The firm operates offices in Lake Oswego (Portland area), Palm Springs, and Roseville, and is licensed to sell insurance in Oregon, Washington, and California. The firm's proprietary WISDOM framework (Why, Investment, Save, Diversify, Open Architecture, Manage) underpins its human-centered, relationship-driven approach to financial planning.

WISDOM approach (Why, Investment, Save, Diversify, Open Architecture, Manage)

Human-centered financial planning prioritizing empathy alongside technical expertise

Process, Platform, and People framework for financial success

Fee-based advisory services (no commission-based sales model)

Personalized, relationship-driven approach with local Portland/Lake Oswego insight

SEC Registered Investment Adviser

Services

Portfolio Management

Align investments with long-term financial goals through disciplined portfolio management focused on diversification, risk management, and a long-term investment approach.

Diversification Risk management Long-term investment approach

Retirement Planning

Create a clear, personalized retirement plan designed to support long-term goals, guide income planning decisions, and help clients approach retirement with confidence and peace of mind.

Personalized retirement plan Income planning guidance Long-term financial confidence

Estate Planning

Protect your legacy with thoughtful estate planning strategies that help ensure wealth is transferred efficiently to heirs, charities, and causes that matter most.

Legacy protection Efficient wealth transfer Charitable giving coordination

Insurance Planning

Safeguard your family's financial future with comprehensive insurance planning strategies designed to reduce risk, protect assets, and provide long-term security.

Risk reduction Asset protection Long-term security

College Savings

Plan ahead for children's education with tax-efficient college savings strategies that support education goals while preserving long-term financial stability.

Tax-efficient strategies Education goal alignment Long-term financial stability

Tax Planning

Proactive tax planning strategies designed to help evaluate tax-efficient opportunities, manage after-tax outcomes, and support informed financial decision making over time.

Tax-efficient opportunity evaluation After-tax outcome management Informed decision support

Credentials & Certifications

SEC Registered Investment Adviser

FINRA BrokerCheck

Oregon Insurance License

Washington Insurance License

California Insurance License (OG80574)

Reviews

Rating

★★★★★

Reviews

"He has precisely achieved the financial objectives I had in imagined."

Frequently Asked Questions

What does a financial advisor do? +

A financial advisor helps you bring clarity and structure to your financial life through personalized planning, including investment management, retirement planning, and long-term wealth strategies. Working with a financial advisor in Lake Oswego or the Portland area also means receiving guidance that reflects local insight and your personal financial goals.

How do I choose the right wealth manager? +

Choosing the right wealth manager starts with trust. Look for an advisor who listens carefully, communicates clearly, and follows a disciplined planning process. A trusted wealth manager in Portland, Oregon will focus on understanding your priorities and aligning your financial strategy with your long-term goals.

What is included in wealth management services? +

Wealth management typically includes investment management, retirement planning, tax-aware strategies, estate planning coordination, and ongoing financial guidance. Many wealth management firms in Portland, Oregon offer personalized strategies designed to adapt as your life and financial needs evolve.

When should I start financial planning? +

Financial planning is valuable at every stage of life. While starting early offers greater flexibility, planning can be just as impactful when refining an existing strategy, preparing for retirement, or working with a financial advisor in Lake Oswego to gain greater confidence and direction.

Do I need a financial advisor if I already invest on my own? +

Many individuals who manage their own investments still benefit from professional guidance. A financial advisor can help provide perspective, manage risk, improve tax efficiency, and ensure your investment decisions align with your broader financial plan, especially within a comprehensive wealth management approach in Portland, Oregon.

What should I look for in a wealth management company? +

Choosing the right wealth management company involves more than credentials alone. Look for experience, transparency, and a commitment to personalized guidance. A strong firm will take the time to understand your goals and provide coordinated strategies across investments, retirement planning, and risk management.

What is included in financial management services? +

Comprehensive financial management services often include investment planning, tax strategies, retirement preparation, and ongoing portfolio oversight. These services help individuals and families make informed decisions and navigate financial complexity with confidence.

Why work with a local wealth management company? +

Partnering with a wealth management firm provides personalized, hands-on guidance aligned with your goals and risk tolerance. A strong advisor relationship also brings thoughtful perspective and long-term support to help you make confident financial decisions.