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JGP Wealth Management Logo
JGP Wealth Management CB Rank
805941
Heat Score
33
JGP Wealth Management provides cashflow analysis, lending coordination, asset management, tax, estate, and insurance planning services.
Private Portland, Oregon, United States11-50 jgpwealth.com
Financial Services
Retirement
Wealth Management
Overview

JGP Wealth Management
Heat Score
33

Growth Score
pts
in past quarter
Heat Score 33
-15 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About JGP Wealth Management

CB Rank
805941
JGP Wealth Management provides cashflow analysis, lending coordination, asset management, tax, estate, and insurance planning services.
Private Portland, Oregon, United States11-50 jgpwealth.com
Financial Services
Retirement
Wealth Management

Key People

Details

Legal Name JGP Wealth Management, LLC
Operating Status Active
Company Type For Profit
Founders  Jeff Paustian, Kevin D. Sanger
Phone Number +1 5034466450
Contact Email info@jgpwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Cashflow Analysis
Analyzes clients' income and expenses to provide a clear picture of their financial situation and support informed decision-making.
Lending Coordination
Assists clients in managing and coordinating the process of obtaining loans and credit facilities.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 2 Contacts 23

Employee Profiles

News

News and Press

News•Jan 29, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

1,228
34.65%
 in past month

IT Spend

$301.7KThis year, JGP Wealth Management is projected to spend $301.7K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
iPhone Logo
iPhone
81
Video Hosting Logo
Video Hosting
74
OnePlus Logo
OnePlus
73

Active Website Tech Count

3JGP Wealth Management is actively using 3 technologies for its website, according to BuiltWith. These include Euro and  CommonCrawl Top 5m.
Sub-Organizations
Frequently Asked Questions

Where is JGP Wealth Management's headquarters? JGP Wealth Management is located in Portland, Oregon, United States.Who are JGP Wealth Management's competitors? Alternatives and possible competitors to JGP Wealth Management may include Cerity Partners, Baker Tilly, and  Corient.
Who We Are
What We Do
Helpful Links
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