Tate Hamersly

Tate works to make sure each client is taken care of at Oregon Wealth Management. He has been working to ensure our clients have greater confidence in their financial futures. He focuses on the following:

Understanding That Each Client is Unique - Each client's administrative/service need is treated with care and accuracy. No two clients are alike and our firm strives to treat our clients with the personal service they desire and deserve.

Developing Client Trust - One of our firm's priorities is to foster a relationship built on trust and integrity. We work hard to be available for our clients and work towards their financial goals.

Implementing Solutions - Through one on one meetings, phone conversations and correspondence our clients are assured prompt and accurate solutions to their needs.

Tate is a graduate of Clackamas Community College with a certificate in Business. When Tate is away from the office he enjoys bike riding, cooking, and the outdoors with his lab, Bohdi.

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.

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Tate Hamersly