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LifeLong Wealth Management
 
Address:
8050 SW Pfaffle St, Suite 100
Tigard, Or 97223
 

Business: (971) 250-2030
Fax: (503) 214-6534
Toll Free: (877) 421-9991

 
Resources
Portfolio Management
Retirement
Estate Planning
Insurance Planning
College Savings
Tax Center
Business Finances
Mortgages
 

Our Team

Principal		  Jason began his career in investment management and marketing in the early 1990's. An enthusiastic and driven professional, Jason's passion resides in creating lifelong relationships with his clients.

Recent positions in the industry that Jason has held include premier and private banker for Bank of America and Wells Fargo.  During the economic downfall, Jason decided that to truly deliver sound financial services, he needed to create a platform that extends beyond specific industry silos. He believes in order to stave off any significant downturns, there must be an understanding of the clients overall portfolio. Thus, he created Lifelong Wealth Management Group. 

In his spare time, he enjoys rough housing with his boys. Going on romantic dates with his wife, and fishing with his clients.

Jason is an officer of the Portland Business Network.

Principal		  Matt  has provided financial services to families and businesses since 2000.  Matt focuses on allocating his clients' assets to minimize risk and maximize after-tax returns.  He custom designs an investment strategy that matches the income and growth needs of his clients while remaining within each individual's prescribed level of risk. Matt strives to create confidence amongst his clients by diligently reviewing every investment strategy intimately to provide complete transparency for each of his clients.

In the midst of financial turmoil, Matt was frustrated with the shortsightedness of the major financial institutions. As the financial industry began to incent his peers and colleagues to push products and services for the interest of creating profitability for their shareholders, he decided to break away and join Jason Gong in establishing LifeLong Wealth Management.

Matt currently resides in Tualatin, OR with his wife Viki and four kids.  He enjoys waterskiing, basketball, spending quality time with his family, and golf.

Office Manager		  Joanne brings with her sixteen years of experience from the title, escrow, and mortgage industries in the areas of Administration, Payroll, Human Resources, Accounting, IT Management, Compliance, Marketing, and Advertising. She holds a BA in Financial Management from Portland State University.

In her capacity as Office Manager, she oversees all office operations.
 
 
 

Securities offered through Pacific West Securities, Inc. A registered broker/dealer. Member FINRA & SIPC.
Investment advice through Pacific West Financial Consultants, Inc.
A Registered Investment Advisor

Investments products and services available only to residents of : California (CA), Colorado (CO), Idaho (ID), Oregon (OR), Utah (UT), Washington (WA)
Fee-based advisory services are available.
We are licensed to sell insurance products in the following states of: Oregon (OR)