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

Oregon Pacific Wealth Management, LLC is an independently owned Registered Investment Advisor (RIA). Our goal is to foster investor trust and confidence in the financial system through client-centric relationships based on full fiduciary disclosure and transparency. As an independent organization, we have the freedom to offer unbiased advice without the potential for conflicts of interest often present within large broker dealers.

 By taking the time to understand our clients’ financial lifestyle needs and aspirations, we align our advice in the same direction as our clientele.

Oregon Pacific Wealth Management, LLC comprises a number of special areas of expertise, all of which work together, as our clients require, to provide a comprehensive wealth management solution. We offer fee based wealth management, as well as brokerage services through a registered LPL Principal on a case by case basis allowing us the flexibility to provide a broad range of advice-driven strategies and solutions.

Core Values:

  • Provide clarity and transparency to our clients in assisting them to achieve their financial goals
  • Provide risk managed investment solutions to create consistent asset appreciation without excessive risk
  • Enhance the financial position of our clients and secure their wealth and legacy