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We Offer Peace of Mind
We believe that our hands-on, personal approach brings peace-of-mind to our clients leaving them free to get on with the business of living life. As your trusted advisor, our ultimate goal is to assist you in building, managing, protecting and preserving your wealth for you, your family and your heirs.
With Oregon Pacific Bank as the trustee or successor trustee of your revocable trust, you will gain the advantage of years of experience in trust administration. If you become incapacitated, your assets will be managed for your benefit and at death your trust assets will avoid a probate procedure and will be distributed according to your wishes.
An investment agency account with Oregon Pacific Bank provides you with professional asset management and allows you to maintain as much control and direction of your investments as you would like. Our investment professionals will work with you to establish an investment strategy suited to your personal goals and circumstances.
Thoughtfully designed trusts can provide financial protection for you or for family members, as well as substantial support for your favorite charity. Significant tax benefits may be available as well.
Oregon Pacific Bank can be court appointed as the conservator for a protected person. As the conservator, our job is to safeguard all conservatorship assets, and distribute funds for the care and support of the protected person.
Oregon Pacific Bank can be named as the personal representative of your estate. Regardless of the size of your estate, you should not put this task in inexperienced hands. Your will can designate us to handle this critical responsibility.
Many of the products are NOT FDIC insured, are NOT guaranteed by the Bank and are subject to loss of principal.