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Wealth Management

 For over three decades, our wealth management team has been at the forefront of guiding individuals towards fulfilling retirements and lasting financial well-being.

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Your Trusted Partner Throughout the Journey

Your Trusted Partner Throughout the Journey

With over 30 years of experience in helping individuals retire comfortably, we are your trusted partner in wealth creation and preservation.

From education funding to estate planning and creating generational wealth, Deschutes advisors are here to help navigate the complex decisions that arise throughout the financial journey.

How We Work

Our wealth management services are tailored to meet the unique needs of high net worth individuals, providing personalized financial solutions to help you achieve your financial goals. As fee-based advisors, we prioritize transparency and alignment with your interests, ensuring that our recommendations are in your best financial interest. With a minimum investment requirement of $500,000 and an annual minimum fee of $5,000, we offer comprehensive wealth management services that include investment planning, tax optimization, retirement planning, estate planning, and more. Our experienced advisors work closely with you to understand your financial objectives and create a customized wealth management strategy that grows and protects your wealth over time. Trust us to provide expert guidance and support as you navigate the complexities of wealth management and strive for financial success.
 

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If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

Our Wealth Management Advisors