When you work with Oregon Wealth Management you get an experienced team committed to being your trusted advisors.

Our current approach is guided by the following beliefs:

-Long-term performance is driven by portfolio allocations and the amount of time your portfolio is invested.

-Short-term market fluctuations can be a result of greed, fear and world events.  We must focus on the long long-term for performance.

-World events can create opportunities and challenges.

-We believe that current deficit spending and our national debt will lead to much higher inflation and tax rates.

At Oregon Wealth Management we offer three main values for our clients,

Coaching-  Financial Education/manage emotions and stress/work to avoid costly financial mistakes ultimately bring you peace of mind

Convenience- Time savings/ coordinate with other professionals/ personalized service/investment monitoring

Continuity-  Spousal involvement/multigenerational planning/engagement of children

-Because we provide a very comprehensive level of counsel and service, an initial minimum commitment of  250k of investable assets is required in most cases.