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Lifelong Wealth Management Group, LLC

EST. AUM
$121,740,000

CONTACTS

CLIENT ACCOUNTS
187

Firm Details

Metro area Portland, OR
CRD Number 291661
Website llwmg.com
Client types

Overview

Lifelong Wealth Management Group, LLC is a Lake Oswego, Oregon-based registered investment adviser and wealth management firm. The firm provides portfolio management, retirement planning, estate planning, insurance planning, college savings, tax planning, business financial planning, and mortgage planning. Its stated client groups include individuals, families, pre-retirees and retirees, business owners, executives, professionals, and physicians. Jason Gong founded Lifelong Wealth Management to provide holistic financial planning centered on client goals and values. The firm describes its WISDOM framework as Why, Investment, Save, Diversify, Open Architecture, and Manage. Its official website lists offices in Lake Oswego, Palm Springs, and Roseville.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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