Lexi Stangel

Lexi Stangel, Financial Advisor and Owner, Oregon Wealth Management

Lexi Stangel is a financial advisor and owner of Oregon Wealth Management, a firm that has served individuals, families, and small business owners from its West Linn and Salem, Oregon offices for more than 35 years. She works with clients across Lake Oswego, West Linn, the Portland metro area, and the Willamette Valley, with a focus on retirement planning, 401(k) rollovers, wealth transfer, and helping women plan with confidence through life’s transitions.

Lexi provides holistic financial planning that brings retirement income, investment management, tax, estate, and insurance planning together into one coordinated plan. She works closely with clients’ CPAs and attorneys so every part of their financial life works toward the same goals, and she reviews each plan regularly as life and the world changes. Clients value her as an advocate who understands both the numbers and the emotions that come with money decisions.

A third-generation financial professional, Lexi brings over a decade of industry experience and a family legacy in financial services. She holds the SIE, Series 7, 63, and 66 licenses and is a 401(k) Rollover Specialist ((k)RS). Alongside senior partner Scott, who has more than four decades in the industry, she carries forward the firm’s long-standing commitment to personal, relationship-based advice.

Continuity is central to how Lexi plans. She helps families prepare for the transfer of wealth to the next generation, involves spouses and adult children in planning conversations, and works with small business owners on transition and succession planning.

Lexi participates in the Women Forward Mentorship Program through Osaic and previously served on a Securities America (now Osaic) advisory board. She hosts educational events for women in the Lake Oswego and West Linn communities, is active in Rotary and serves as a judge for the Education Excellence Awards of Lake Oswego. Outside the office she enjoys time with her family and their chocolate lab.

Oregon Wealth Management: Providing greater financial confidence in a changing world.