Oregon Pacific Bank is one of the few community banks in Oregon offering comprehensive Trust and Wealth Management services. Our local professionals take a holistic approach in crafting custom solutions to help you reach your goals, bringing you peace of mind and preserving your wealth and values for future generations.
Our Trust and Wealth Management team has provided trust services to our communities since 1996. We are eminently qualified to offer a full range of personal trust, investment management, and estate settlement services to help manage your affairs and to plan for your future.
As your corporate trustee, Oregon Pacific Bank will help you build, manage, and protect your wealth. We can assist you in establishing a trust suited for your unique situation.
Utilizing a variety of investment management techniques, we will help put your money to work for your future. Our local professionals will work with you in understanding your financial goals and developing an investment strategy to fit your needs.
With an estate plan in place, you will be able to preserve your wealth, assets, and values for generations to come. Planning ahead can help you avoid probate and establish your legacy according to your exact wishes.
Oregon Pacific Bank can be named as conservator of a protected person, taking on the responsibilities of managing their estate when the protected person is no longer able to. This vital responsibility is handled tactfully by our trust professonals.
Oregon Pacific Bank's Trust and Wealth Management department offers products that are not FDIC insured, are not guaranteed by the Bank, and are subject to loss of principal.