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