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Taking a Financial Inventory

A financial inventory can be done by anyone at any time. It's a good step to getting your financial house in order.

Oregon Pacific Wealth Management, LLC (“OPWM”) is a registered investment adviser located in Oregon. OPWM may only transact business in those jurisdictions where it is properly registered.

OPWM’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of OPWM’s web site on the Internet should not be construed by any consumer and/or prospective client as OPWM's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by OPWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the jurisdiction where the prospective client resides. For information pertaining to the registration status of OPWM, please refer to www.sec.gov. A copy of OPWM’s current written disclosure statement discussing OPWM’s business operations, services, and fees is available at the link above, or at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from OPWM upon written request. OPWM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to OPWM’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

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