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For over thirty-five years the Oregon Wealth Management team has worked with individuals and small business to help protect and grow their wealth. We are committed to being your trusted advisors providing greater financial confidence in a changing world.

Events

Past Events

Yearly Seminars Including:

Overview of State and Federal Estate Tax, Wills, Trusts & the "Nuts & Bolts" of an Estate Plan
Serving Up a Slice of Retirement Pie, a Social Security Strategy Seminar

A Stellar Event: The Total Eclipse 21st August 2017

In the summer of 2017 Oregon was treated to the event of a lifetime, a total solar eclipse! Oregon Wealth Management hosted a client appreciation event in honor of the eclipse at Western Oregon University in Monmouth, Oregon. Our clients enjoyed breakfast, a total eclipse, and a wine happy hour on campus and had a great time!

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