# JGC Wealth Management

JGC Wealth Management is a Bank / Wealth / Trust based in Salem, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Salem, United States
- **Region:** North America
- **Address:** 250 Church St SE, Ste 100, Salem, OR 97301, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** jgctaxandwealth.com
- **LinkedIn:** https://linkedin.com/company/jgc-wealth-management-llc

## About

JGC Wealth Management was founded in 2012 by Michael Blanchard, a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of experience in the Salem area. The firm operates as a hybrid tax, accounting, and wealth management practice, integrating discretionary and non-discretionary investment advisory services with tax preparation and compliance. The underlying wealth origin has not been publicly disclosed. The firm's strategy centers on tax-aware wealth management for individuals and businesses, covering investment management, retirement planning, and business accounting. Services extend to tax preparation for estates, trusts, and businesses, delivered by a team that includes CPA Paul Cramer, who joined in 2022 with over 30 years of experience. JGC does not publicly disclose specific portfolio holdings, fund structures, or asset-class allocations. Its geographic footprint is concentrated in the Pacific Northwest, serving clients from its single office in Salem, Oregon. JGC lists eight professionals on its website, including two CPAs with Investment Adviser Representative designations, a Director of Operations, and support staff. The firm does not publicize adjacent vehicles, philanthropic foundations, or external co-investor clubs. There are no verifiable, dated operational events from the last 24 months that alter its posture beyond the addition of Paul Cramer in 2022, as noted on the firm's own site. The structural differentiator is JGC's integrated CPA-and-advisory model: investment decisions sit alongside tax preparation and accounting under one roof. This architecture means the people managing a client's portfolio also see their tax return, creating a continuity that a standalone RIA or broker-dealer cannot replicate natively.

## People

- Michael Blanchard — Shareholder, CPA, CFP, Chief Compliance Officer and Adviser
- Paul Cramer — CPA, Investment Advisor Representative

## Questions

### Who runs investment decisions at JGC Wealth Management?

Michael Blanchard, a CPA and CFP, serves as Chief Compliance Officer and Adviser, making him the senior decision-maker on investment advisory matters. Paul Cramer, a CPA and Investment Adviser Representative who joined in 2022, also advises clients, with a specialty in tax preparation for estates and trusts. Katie Fallin, another Investment Adviser Representative, focuses on individual investment management and retirement planning.

### How does JGC's tax practice interact with its wealth management offering?

JGC operates as a unified tax-accounting and investment advisory firm, meaning the same people who prepare a client's tax return also manage their portfolio. This structure allows the firm to implement investment strategies with visibility into a client's full tax situation, including business, estate, and trust filings. The firm explicitly markets this as a differentiator from standalone wealth managers.

### Does JGC participate in fund commitments or only direct deals?

The firm does not publicly disclose its investment vehicles — whether it uses separate accounts, model portfolios, pooled funds, or direct indexing. Its public materials emphasize tax-aware asset management for individuals and businesses, with no mention of private fund commitments or direct venture deals.

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Last updated: 2026-06-03T20:00:00.000Z

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