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We are a local relationship-based financial advisory firm committed to putting our clients’ interest first.

Oregon Pacific Wealth Management, LLC is a comprehensive wealth management firm dedicated to helping individuals, families, and institutions grow, preserve, and transfer wealth. We have the freedom to offer unbiased advice without the potential for conflicts of interest often present with large broker dealers.

We offer personalized financial planning, investment management, and advisory services tailored to our client’s unique goals and life circumstances. Our client centric approach combines deep industry expertise with a commitment to long-term partnerships and fiduciary responsibility.

Our Core Values

We put our client’s interests first – we act with integrity, transparency, and care in every decision we make on their behalf.

We are committed to building long-term relationships based on proactive communication, and personalized advice that aligns with each client’s unique goals.

We help clients build, manage, and transfer wealth with a long-term view, navigating both opportunities and risks through all market conditions.

Our Services

 

Financial Advisory

Our consultative process is designed to establish close relationships with our clients in order to gain a detailed understanding of their goals and their most important financial wants and needs.
 

Financial Planning

It all begins with a set of goals. Do you want to save for your child’s college education? Are you saving enough for retirement? Is it the right time to refinance your home? Let Oregon Pacific Wealth Management help you make personalized financial decisions.
 

Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a systematic approach.
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Our Team