JGP Wealth Management

JGP Wealth Management Plan. Position. Prosper.

06/03/2026

Tarzan approach to cash flow: don't let go active income rope until firm grip on passive income rope.

🌴 Optionality becomes more important in later career innings.

06/01/2026

Tax-efficient liquidity: how you withdraw $100,000 determines whether you keep it all or lose $37,000 to taxes. Strategy matters more than amount.

05/28/2026

Three costly divorce mistakes women make: keeping expensive homes without considering full costs, forgetting to update beneficiaries, and underestimating health insurance expenses.

05/26/2026

Business succession: river cabin (flowing money) to lake cabin (protect what you have) requires mindset shift.

💰 Clear information turns math into optionality and choices.

05/22/2026

Tax loss harvesting can save thousands by selling losing investments and buying similar ones, offsetting gains while staying invested. Watch for wash sale rules.

05/20/2026

Three estate documents women need by 40: revocable living trust, financial power of attorney, and healthcare directives. Women outlive spouses and need long-term care more often.
attorney

05/18/2026

Financial confidence comes from: clarity on goals, understanding guidance plan, ex*****on roadmap, and trust development.

🤝 Until there's full trust, you never have real confidence.

05/15/2026

Systematic asset allocation: set target percentages, create rebalancing triggers, document the system, and stick to it regardless of market emotions.

05/14/2026

Prepare for life's three D's - Death, Divorce, Dementia - by building professional support teams, organizing documents, and updating plans before crisis hits.

05/12/2026

Culture beats strategy: assessment tools identify unique gifts, plug people where they offer greatest leverage.

💡 Playing to strengths all day creates winning culture.

Address

1140 SW Washington Street, Suite 640
Portland, OR
97205

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+15034466450

Website

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