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 may contribute to 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.