Lifelong Wealth Management Group

03/31/2026

We’re excited to welcome Brooke to the Lifelong Wealth Management team as our Administrative Assistant!

Brooke brings a thoughtful, organized approach to supporting our team and clients, helping ensure daily operations run smoothly. A University of Oregon graduate (Class of 2024 — Go Ducks!), she values clear communication, collaboration, and making others feel heard.

Outside of work, Brooke enjoys staying active, spending time outdoors, and connecting with family and friends.

We’re thrilled to have her on board! 😊

02/03/2026

Excited to team up with the Trail Blazers as a Small Business Partner!
Catch our branding in their latest post—Rip City, we’re just getting started. https://x.com/trailblazers/status/2017404870886916301

01/22/2026

Who spotted us at the game?! 🏀 So proud to support our hometown team and celebrate small business in Rip City. Go Portland Trail Blazers!

12/31/2025

We are thrilled to see Lifelong Wealth Management GroupLifelong Wealth Management Group welcomed into the Portland Trail Blazers Small Business Partnership community.

https://www.linkedin.com/posts/portland-trail-blazers-small-business-partner-program_portlandbusiness-wealthmanagement-financialservices-ugcPost-7407449774636892161-cPqk?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAMAkHEBSRgjJPWp0Fe-ULWcLdIXC1elwlc

Rooted in Lake Oswego, Oregon, LLWMG brings a holistic, values-driven approach to financial planning, helping clients uncover their why and turn what they’ve built into a life well lived.
Grateful for the partnership and excited for what’s ahead.

12/06/2025

🌟 Exciting News! 🌟

We were recently featured on AM Northwest, where CEO and Founder Jason Gong shared his perspective on building a better financial future. At Lifelong Wealth Management, we believe true wealth isn’t just about numbers on a page, it’s about living well.

The interview discussed:
✅ How we take a holistic approach to financial planning
✅ Why clarity, mindset, and process are key to long-term success
✅ The biggest challenges people face with money (hint: sometimes, it’s our own emotions!)

One takeaway we shared:
👉 “People tend to lose more from their reaction to a market correction than from the correction itself.”

Catch the full conversation and learn how to take control of your financial journey here: https://katu.com/afternoon-live/lifestyle-health/aging-well-week-lifelong-wealth-management-08-22-2025

It's a wealth management company that takes a holistic approach to financial planning . Jason Gong, CFP, ChFC, Founder and CEO of Lifelong Wealth Management, jo

10/23/2025

It’s always a win when we get to spend time with our clients outside the office. 🏀

Thanks to everyone who joined Lifelong Wealth Management for an unforgettable night at the Blazers game! We appreciate you for being part of the team on and off the court. We look forward to seeing more of you at our next outing.

08/28/2025

Claire is our Administrative Assistant at Lifelong Wealth Management, keeping daily operations running smoothly and ensuring clients and staff feel supported. Originally from Boston, she loves traveling, discovering new restaurants, painting, and spending time with her two cats. 🐾

We’re thrilled to have her on our team!

08/12/2025

💡 You’ve worked hard. Now live well.

At Lifelong Wealth Management, we go beyond growing wealth—we help you turn it into the life you’ve always imagined. Retirement, milestones, adventures…your plan starts here.

📺 Be on the lookout for our new commercial on —then visit llwmg.com to start building a life well lived today.

08/12/2025

💡 Plan Wisely. Live Fully.

At Lifelong Wealth Management, it’s not just about growing wealth—it’s about helping you live the life you’ve worked for. Whether you’re planning for retirement, saving for a big milestone, or mapping out your next adventure, we create a plan built around you and your why.

📺 Watch for our new commercial running on during the month of August and see how we turn what you’ve built into a life well lived.

10/18/2024

Our amazing summer intern, Shreya, recently gave a presentation on one of today’s hottest topics: Artificial Intelligence (AI).

At its core, AI is just another tool—like smartphones or the internet—helping us solve problems, boost efficiency, and make smarter decisions.

AI can enhance our lives, especially in business, by organizing data, analyzing patterns, and automating tasks. This allows us to focus on what truly matters—building strong relationships and solving complex challenges. The human element—our creativity, empathy, and problem-solving—remains irreplaceable.

At Lifelong Wealth Management, we’ll help you navigate these advancements and ensure you're prepared for the future, with our personalized, human approach.

10/07/2024

Each summer, we have the privilege of welcoming talented young people into our internship program, and 2024 was no exception. Shreya and Avi brought not only fresh ideas and enthusiasm but also a deep commitment to learning and contributing. Their energy has been a gift to our team, and I want to extend my heartfelt thanks to both of them for making this summer so impactful.

I’d also like to express my sincere gratitude to several of our clients, whose generosity and support helped enrich this experience for Shreya and Avi. Your willingness to engage with them and share your wisdom made their internships even more meaningful. We couldn’t do this without you, and we’re grateful for your continued partnership.

08/15/2023

Each year, I am amazed by the talent of students that come through our summer internship program.

2023 brings no exception. Jasmine and Alexi will make a lasting impact in whatever endeavors they wish to pursue. Their presence will be missed in the office.

I want to thank them for spending their 2023 summer with our group. In addition, I want to personally thank a few of our clients for helping to enhance their experience in our program.