Lifelong Wealth Management, Lake Oswego OR

I have known Jason for a number of years and he has outperformed my expectations. He is easy to talk to and to get a hold of. He helped me plan for a successful retirement. He is a thoughtful, invested and a brilliant wealth manager. I highly recommend him and his Company, Lifelong Wealth Management.

Jason and his team are invaluable partners for my family in terms of managing finances. It’s clear that he really cares about doing what’s best for his clients and always puts their interests first — something that unfortunately can’t be said for every advisor. No question or ask is too small, and he’s incredibly personable and easy to work with.

He’s helped us to navigate an array of financial situations in a way that’s left us feeling confident about the future, and that we’re getting strong guidance. We certainly plan to work with him well into the future, and would strongly recommend LLWM to anybody looking for a responsive and meticulous financial advisor.

I don’t think I could sing the praises of Jason and his team high enough. It’s an absolute pleasure working with them. Whether your resources are humble or millions, you feel well taken care of by the team at LWM. Always willing to listen to your particular interests in the market but deftly directs your funds/investments in the most responsible manner possible. If I could give them 10 stars I would.

Jason and his team have been great to work with. They respond quickly to any of my questions and I feel very comfortable with them handing my finances. You won’t go wrong entrusting them with your future investments.

I have had Jason Gong as my financial advisor for over 10 years and besides being a great guy I can say he has done an amazing job with my investments. He continues to make my investments grow even when the stock market is down and he is always looking for ways to reduce my tax burden. I can feel confident in knowing I have him looking out for my investments and I know that I can call him anytime I have a question or need an opinion.

I just started working with Jason. I'm in my mid-30s and have two young children. The level of detail he has given, even from the early stages has been tremendous and he and his staff are incredibly easy to work with. Financial planning was an overwhelming idea for me, but it has been simplified tremendously and I've felt really comfortable. In the short period of time I have worked with Jason and his team, it is clear that they go above and beyond for their clients and I look forward to working with them going into the future.

I have been working with Jason at Lifelong for over 12 years. As a financial advisor Jason is a true expert in the field. He knows how to handle my concerns with prompt responses. He is a valued professional who helps me manage when my finances and life's challenges interact. He has helped me ride out challenges and worked to grow my portfolio substantially.
I highly recommend Jason and the Team at Lifelong Wealth Management for your professional financial services needs.

I have worked with Jason Gong - Lifelong Wealth Management for over 16 years. Jason has consistently done a fantastic job managing my portfolio. Probably the best display of my appreciation for what Jason has done for my sense of financial security is recommending family and friends. Everyone I have referred to Jason is extremely satisfied.

It’s very nice not to have to think twice about what is going on with my retirement savings and know Jason has my best interests at heart. My savings have grown tremendously over those 16 years and he always takes the time to explain the market and his thought process. I’ve been extremely happy with his services - Jason is extremely intelligent and loves research.

I also love that Jason gives back his knowledge to the community - offering an internship program to college students interested in a financial career.

Highly recommend Jason here at LLWMG! He manages my individual account and Roth IRA as well as gives me advice and suggestions on my work 401k and Roth and anything else I might need help with involving money and retirement! It’s Very easy to contact him with any questions I might have and he’s always prompt with a response. Would recommend his services to anyone!

For the last 6 years Jason Gong at Lifelong Wealth Management has provided the expert and personal financial guidance to manage my portfolio precisely as I wished. His personalized attention, technical expertise, immense experience, financial counsel and responsiveness are exactly what I had hoped for in the best of my imagined pre- and semi-retirement scenarios.

Jason is an investment scientist. He does not hype and does not churn. He takes care to personalize and protect your investment portfolio, recommending well-studied decisions consistent with your needs, desires, and current situation. He has precisely achieved the financial objectives I had in imagined.

Thanks, Jason.

I have been a client of Jason Gong’s for several years now. I cannot imagine a more sincere, professional, compassionate, and “in tuned” Fiduciary.
Jason listens to people and does the best job he can to help them. I have felt so secure with him that I brought my moms financial needs to him. And my partner has worked with Jason for the last couple of years.
If you want someone that will truly care about you and work “with” you to further your financial goals, Jason is the guy! You will not be disappointed and you will find a true friend as well!

I have been a long-time client with Lifelong Wealth Management. Jason truly cares about my current and future needs. No matter the time or day, he has always been there to reply quickly to my emails or phone calls. He has great follow through also. I would highly recommend Jason and his team for any financing, purchasing or life needs.

Thank you to Jason Gong for all he has done for myself and all the staff at our office. He is alway available prompt and willing to answer and help with any questions or concerns. He is professional and kind.
Thank you for everything!
~Nita