Business Details
Trusted CPA and Wealth Management Services in Salem, OR
At JGC Tax & Wealth Management, we combine decades of expertise in tax, accounting, and wealth management to deliver comprehensive financial solutions tailored to both individuals and businesses. Our team of Certified Public Accountants and CERTIFIED FINANCIAL PLANNERS brings over 25 years of local experience in Salem, specializing in complex tax strategies, retirement planning, and investment advisory services. We prioritize personalized service, leveraging our deep understanding of evolving tax laws to minimize risk and maximize client financial health.Our commitment to excellence extends to payroll solutions, cash flow management, and business succession planning, ensuring clients can focus on growth while we handle their financial foundations. With a client-first philosophy, we strive to simplify financial complexity through proactive advice and strategic planning.
Services
CPA Services
Wealth Management
Tax Preparation
Retirement Planning
Asset Management
Highlights and features
- We offer 25+ years of local tax and accounting expertise
- Our team includes Certified Public Accountants and CFP professionals
- We provide personalized financial strategies for complex situations
- We deliver comprehensive solutions spanning tax, retirement, and investment planning
- Our client-first approach ensures transparent, tailored financial guidance
Services
CPA Services
Our CPA services encompass comprehensive accounting solutions for businesses and individuals. We specialize in tax compliance, financial reporting, and strategic tax planning to optimize financial outcomes. Our certified professionals deliver accurate, timely services while maintaining deep expertise in evolving tax regulations.
Wealth Management
We provide personalized wealth management strategies focused on asset growth and protection. Our services include portfolio management, retirement planning, and tax-efficient investment strategies tailored to individual financial goals. We help clients build sustainable financial futures through disciplined investment approaches.
Tax Preparation
Our tax preparation services cover individual and business tax needs with emphasis on accuracy and compliance. We handle complex tax situations including estates, trusts, and corporate filings while implementing proactive strategies to minimize tax liabilities and maximize returns.
Retirement Planning
We develop customized retirement plans for individuals and businesses, including 401(k) solutions and Oregon PERS optimization. Our approach integrates tax planning with long-term financial goals to ensure sustainable retirement income and employee benefit programs.
Asset Management
Our asset management services focus on strategic investment allocation and tax-efficient portfolio management. We help clients grow their wealth through diversified investment strategies while maintaining risk-appropriate asset allocations aligned with financial objectives.
People
Michael A. Blanchard
Chief Compliance Officer and Adviser
CPA and CFP with 25+ years of experience in tax, accounting, and financial planning. Specializes in complex tax situations and wealth management for Salem-area clients.
Paul Cramer
Investment Advisor Representative
CPA with 30+ years of experience specializing in estate, trust, and business tax preparation. Holds investment adviser representative designation.
Katie Fallin
Investment Advisor Representative
Senior accountant with expertise in individual taxes, retirement planning, and investment management. Holds accounting degree and HR management certificate.
Danielle Hutchinson
Director of Operations
Operations leader with healthcare management and business administration background. Focuses on client experience and strategic business planning.
Shannon McIntire
Paraprofessional
Support specialist handling client communications and payroll processing. Known for organizational skills and commitment to professional growth.
Questions
What services does JGC Tax & Wealth Management offer?
We provide CPA services, wealth management, tax preparation, retirement planning, and asset management for individuals and businesses in Salem, Oregon.
Are your advisors certified professionals?
Yes, our team includes Certified Public Accountants and CERTIFIED FINANCIAL PLANNERS with decades of combined experience in financial services.
Do you serve clients outside Salem?
While based in Salem, Oregon, we serve clients throughout the Willamette Valley region with personalized financial solutions.
How do you handle investment management?
We focus on tax-efficient portfolio management and strategic asset allocation tailored to individual financial goals and risk tolerance levels.
What retirement plan options do you support?
We help design and manage 401(k) plans, Oregon PERS optimization, and individual retirement accounts for both businesses and personal clients.
