Lifelong Wealth Management

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5 Centerpointe Dr Ste 400
Lake Oswego, OR 97035
+1 (503) 747-6534
http://www.llwmg.com

Lifelong Wealth Management is a financial advisory firm located in Lake Oswego, Oregon. They believe in challenging the financial norm and creating a comprehensive plan that bridges their clients' relationship with money and values. Their team of experts focuses on understanding their clients' goals and developing personalized financial strategies that meet their specific needs.

With a commitment to helping clients live their dreams, Lifelong Wealth Management offers services such as portfolio management, retirement planning, estate planning, college savings, tax strategies, insurance planning, business finances, and mortgages. They strive to make their clients' wealth meaningful and provide guidance in making better financial decisions.

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5.03 reviews
Tim C.
10/1/2025

I have worked with Jason Gong at Lifelong Wealth Management for over 10 years. I've stayed with him because he takes a personal, data-based approach to managing my retirement portfolio. I...

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Sharlene H.
3/9/2022

It is my utmost pleasure to recommend Jason Gong and the Lifelong Wealth Management Group as the best of the best! I am 73 years old and have been so fortunate to have met Jason at a Wealth...

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Nadene E.
1/14/2022

Jason Gong and the Lifelong wealth management team are amazing! I'm so grateful to have been introduced to Jason nearly 10 years ago after my husband passed away. Jason truly loves helping people...

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