Financial Advisory & Investment Management
Oregon Pacific Wealth Management, LLC is an independently owned Investment Advisor. Our goal is to foster investor trust and confidence through meaningful client-centric relationships.
Your personal financial advisor will take the time to listen to you and understand your story: where you have been, where you would like to go, and what makes you financially comfortable. Under your direction, our financial planning team will analyze your current situation and customize a plan designed to fit your needs.
- Advisory process is based on mutual trust and understanding
- One-on-one meetings with your personal financial advisor to review your current situation and formulate a plan for future goals
- Flexibility to offer a broad range of advice-driven strategies and solutions
- Investment management approach is based on a core-satellite method of portfolio construction
- Designed to minimize costs and volatility while providing an opportunity to outperform the broad stock market
- Portfolios consist of blending active and passive investments across different asset classes to balance risk exposures
- Tactical Asset Allocation Strategies designed to meet client goals by actively adapting to economic and market conditions
*Oregon Pacific Wealth Management LLC is a registered investment adviser and a wholly owned subsidiary of Oregon Pacific Banking Co. DBA Oregon Pacific Bank. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. 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 discussed herein. Past performance is not indicative of future performance.