Lifelong Wealth Management

Lifelong Wealth Management

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SerdenID : PRO-20250830-00692

About Company

Lifelong Wealth Management Group (LLWMG) is a financial services and wealth management firm headquartered in Lake Oswego, Oregon. Founded by Jason Gong, the company provides independent, client-centered financial advisory services designed to help individuals and families understand their goals and pursue them with confidence. LLWMG specializes in investments, retirement planning, tax strategy, insurance, estate planning, mortgages, and comprehensive financial management. The company emphasizes a personalized, purpose-driven approach, focusing on aligning financial strategies with clients’ life objectives rather than commissions or net worth. With a strong foundation in financial planning and advisory expertise, Lifelong Wealth Management Group is dedicated to building long-term relationships and guiding clients toward achieving their lifelong financial well-being and future security (LLWMG, LinkedIn).

Service Category

Financial Planner

Area Served

Lake Oswego

Contact Info

Address

5 Centerpointe Dr, Lake Oswego, OR 97035

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