Lifelong Wealth Management Group

08/19/2026

Celebrating an Outstanding Internship Class of 2026

This year, we had the privilege of welcoming an exceptional group of talented young professionals to our internship program. Ethan, Olivia, and Maggie brought fresh perspectives, contagious enthusiasm, and a genuine commitment to learning and contributing. Their energy, curiosity, and dedication made a meaningful impact on our team, and we are incredibly grateful for the role they played in making this summer such a success.

We would also like to extend our heartfelt thanks to the many clients who helped enrich their experience. Your willingness to share your time, insights, and life lessons provided invaluable opportunities for growth and learning. The mentorship, encouragement, and generosity you demonstrated helped make this internship far more meaningful than we could have achieved on our own.

Investing in the next generation of professionals is something we deeply value, and partnerships like yours make it possible. Thank you for supporting these talented individuals and helping shape the future of our profession.

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.

08/12/2025

💡 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.