LW
Lifelong Wealth Management
Tailored financial guidance you can understand for a secure, long-term future.
4.9
Business
$$$
Tailored financial guidance you can understand for a secure, long-term future.
Located at 5 Centerpointe Dr in Lake Oswego, Lifelong Wealth Management offers personalized financial guidance. The team is praised for patient, clear explanations of complex topics, inclusive planning with both spouses, and responsive, ongoing support. They help optimize 401(k)s, diversify portfolios, and explore life insurance options for families.
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Tailored strategies for short and long-term goals, including retirement and family planning.
Diversified investment solutions and portfolio optimization to align with your risk tolerance.
Comprehensive retirement strategies, including 401k optimization and long-term security planning.
Expert advice on life insurance options to protect your family and assets.
One-on-one consultations to simplify complex topics and make informed decisions together.
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Overall rating
Tiffani Webb
Jason and Jane are two of the smartest, kindest, trustworthy people who truly care about their clients. They make every visit warm and welcoming.
Oscar Jimenez
Jason and Jane are fantastic team to work with. My wife and I have a great experience so far and are grateful for the financial guidance Jason has provided use in these last two years. Jason provides good financial planning, short and long term, for people of all professions and circumstances. He is patient and easy to speak with, specifically when discussing complex topics. His approach to tailored services is also a key value that you may not receive with others. Further, Jason and Jane do a fantastic job of being responsive throughout the year whenever we have any questions or needed changes. As we continue to work together, he has allowed my family and I additional peace of mind as we continue to build our long term plan.
Jamie Anderson
Jason and his team have been a huge help as my wife and I plan for our personal finances and our growing family. We’re both extremely busy running our own companies, and they’ve been persistent in keeping us moving forward while still being patient with our timing. They’re also incredibly quick to reply, which makes everything easier. They take the time to understand what matters to us and explain things in a clear, straightforward way. If you want practical, steady guidance from a team that truly listens, Jason and his team are great to work with.
Joe Roncarati
Jason and Jane are very professional and they take the time to get to know you and your goals. They are always willing to answer my questions and have done a great job in managing my portfolio. For a few years, I was trying to manage my assets on my own and it was a sigh of relief to find Jason. He has explained strategies and offered great strategies for investments vehicles. We have been working with Jason and his team for several years now and I am beyond pleased with our progress.
Diane Gibson
Jason Gong, Lifelong Wealth Management, is an outstanding financial planner. He is strategic, incredibly knowledgeable, and truly listens. Jason helped me restructure accounts, explore investment options, and plan for long-term security. His personalized financial guidance has helped me be more confident and informed about my portfolio. Jason and his team bring a winning combination of professionalism, practical advice, and genuine care. I highly recommend them!
Darin Sears
Jason Gong has been an amazing asset in managing my personal financial portfolio. He’s knowledgeable, trustworthy, and always takes the time to ensure I understand my options and feel confident in every decision. I would recommend him — and have recommended him — to anyone looking for a reputable and dependable financial planner.
