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.

Our Approach

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 helps you gain confidence

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

Continuity- Spousal involvement/multigenerational planning/engagement of children