JGC Tax & Wealth Management

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Client assets under management

$109,315,269

Clients

181

19% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$603,952

About

JGC Tax & Wealth Management provides investment advisory, written financial planning, and retirement plan consulting to individuals (including high-net-worth clients), small businesses, pension and profit-sharing plans, trusts, estates, nonprofits and corporations. The firm offers tailored portfolio management and financial plans, and also works with third-party managers or sub‑advisers as part of its services.

The firm’s investment approach is grounded in Modern Portfolio Theory and academic research, emphasizing diversification, cost-conscious implementation, and periodic monitoring; it may include income-oriented holdings such as REITs for clients with those objectives. JGC typically manages accounts on a discretionary basis, conducts reviews at least annually (or more frequently when triggered), and offers fee arrangements that include percentage-of‑AUM billing as well as hourly or fixed fees for planning and consulting.

Compared with many peers, JGC has two uncommon affiliations: it partners with Retirement Plan Consultants, LLC to deliver full-service retirement plan consulting (including ERISA fiduciary services and arrangements where fees may be a percentage of plan assets) and is affiliated by common ownership with an accounting firm, Johnson, Glaze & Co., PC, creating routine cross-referral activity and occasional coordination or payment of tax-preparation fees for advisory clients. The firm is a small supported adviser—about three advisors managing roughly $132 million for about 181 clients—which shapes its combination of hands-on retirement-plan work and integrated tax/accounting coordination.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) General retirement planning Business sale tax planning Cash flow / budgeting Debt management

Fee options

Fixed

Retirement Plan Consulting fees typically range from $2,500 to $5,000 depending on complexity, discounted for asset management clients; Financial planning fixed fees require a retainer equal to half the fixed fee with remaining balance billed monthly.

Percentage

$0 - $249,999: 1.40% annually $250,000 - $499,999: 1.00% annually $500,000 - $749,999: 0.85% annually $750,000 - $1,499,999: 0.70% annually $1,500,000 - $2,999,999: 0.60% annually $3,000,000+: 0.50% annually

Project-based

Retirement Plan Consulting services at $250 per hour for basic guidance.

Other

Account minimum: $250,000 Fee-only: Financial planning fees $250 per hour, typically $2,500 to $5,000 depending on complexity, discounted for asset management clients.

Main office location

JGC Tax & Wealth Management

250 Church Street Se, Ste 100

Salem OR 97301, United States

Number of offices

Most active in

California · Nebraska · Oregon

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 503-390-7880

Advisors at this firm

Paul C

Series 66

Salem, OR

JGC Tax & Wealth Management

Paul Cramer is a Series 66-credentialed advisor with 22 years of experience, currently serving at JGC Tax & Wealth Management. He has held roles at multiple firms including Avantax and Witzke & Mendenhall. In addition to his advisory work, he manages tax preparation and accounting services at Johnson, Glaze & Co., PC. JGC Tax & Wealth Management provides investment advisory and financial planning services to individuals, small businesses, and institutional clients. The firm employs a tailored investment approach based on Modern Portfolio Theory and maintains formal affiliations with an accounting firm and a pension consulting provider to coordinate advisory, tax, and retirement-plan services.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Business sale tax planning Cash flow / budgeting Debt management

Katie F

Series 65

Salem, OR

JGC Tax & Wealth Management

Katie Fallin is a financial advisor with JGC Tax & Wealth Management in Salem, Oregon, holding a Series 65 designation and seven years of industry experience. She has worked at JGC Wealth Management, LLC since 2016 and is also involved with the affiliated accounting firm Johnson, Glaze & Co., PC, where she performs tax preparation and related duties. JGC Tax & Wealth Management provides investment advisory and financial planning services to individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tailored investment approach based on Modern Portfolio Theory and coordinates advisory, tax, and retirement-plan services through its formal affiliation with an accounting firm and a pension consulting provider.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Business sale tax planning Cash flow / budgeting Debt management

Michael B

CFP®, Series 65

Salem, OR

JGC Tax & Wealth Management

Michael Blanchard is a CFP® with 17 years of industry experience, currently serving as an advisor at JGC Tax & Wealth Management in Salem, OR. He has been with JGC Wealth Management, LLC since 2012 and is also a shareholder and accountant at Johnson, Glaze & Co., PC, a CPA firm. JGC Tax & Wealth Management provides investment advisory and financial planning services to individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tailored investment approach based on Modern Portfolio Theory and maintains formal affiliations with an accounting firm and a pension consulting provider to coordinate advisory, tax, and retirement-plan services.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Business sale tax planning Cash flow / budgeting Debt management

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