JGC Tax & Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$109,315,269
Clients
181
Advisors
3
of 3 employees
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
Expertise
Fee options
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.
$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
Retirement Plan Consulting services at $250 per hour for basic guidance.
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
250 Church Street SE, Ste 100
Salem OR 97301
Advisors at this office
3
Most active in
California · Nebraska · Oregon
Also doing business as
Jgc Financial, LLC · Jgc Tax & Wealth Management · Jgc Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
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.
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.
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