WELCOME
A Smarter Approach to Your Financial Life
Investing and Financial Planning should feel personal, practical, and built around the life you want to create. Whether you're preparing for retirement, growing a business, building wealth, or thinking about the legacy you'll leave behind, we help bring clarity and confidence to important financial decisions.
We work with:
- Affluent families seeking coordinated investment, retirement, tax, and estate planning strategies
- Retirees focused on maximizing retirement income, Social Security, and long-term legacy planning
- Young professionals building smart, scalable wealth accumulation plans for the future
- Business owners planning for succession, protecting assets, and creating tax-efficient strategies
Our goal is simple: help you make informed financial decisions with a long-term strategy designed around your values, priorities, and future goals.
About Our Firm
Built on Discipline. Driven by Your Goals.
Our firm was founded on a simple philosophy: investing and financial planning should be thoughtful, disciplined, and centered around the people we serve.
For more than four decades, we’ve worked with individuals, families, retirees, and business owners to help simplify complex financial decisions and create strategies built for long-term success. As a multi-generational firm with deep roots in the Northwest, we understand the responsibility that comes with helping clients build, protect, and transfer wealth.
We believe successful investing and financial planning starts with listening — understanding your goals, values, concerns, and the life you’re working to build. Every recommendation we make is designed to support a larger purpose: helping you pursue financial confidence with clarity and intention.
Our team brings together decades of experience across investment management, retirement income planning, tax-efficient strategies, estate planning, and business succession planning. Rather than offering one-size-fits-all solutions, we take a practical and personalized approach tailored to your unique circumstances.
Whether you’re preparing for retirement, growing a business, building generational wealth, or navigating life’s transitions, our focus remains the same: helping you make informed decisions and stay aligned with your long-term goals.
Meet Jon Owens, CFP®
(Vice President & Partner at BPG Wealth Management)
Jon is a third-generation financial planner passionate about helping individuals, families, and business owners live financially confident lives.
With extensive experience in investment, retirement, and estate planning, he builds personalized, tax efficient strategies to help clients grow and preserve wealth across generations. As a CERTIFIED FINANCIAL PLANNER professional, Jonathan's mission is to empower clients with clarity, purpose, and confidence.