Wealth Management in Lake Oswego, OR

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List of Firms

Lake Oswego, OR Wealth Management Firms

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Northwest Quadrant Wealth Management
SEC File# 801-72636
CRD# 158455
5 out of 5
Location 4800 Meadows Rd #300, Lake Oswego, OR 97035, USA
Phone (800) 743-0988
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Wells Capital Management
Location 5335 Meadows Rd #290, Lake Oswego, OR 97035, USA
Phone (503) 916-8727
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SEC File# 801-6358
CRD# 877
Location 5885 Meadows Rd #350, Lake Oswego, OR 97035, USA
Phone (503) 675-3100
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Greenbridge Investment Management, LLC
Location 4248 Galewood St, Lake Oswego, OR 97035, USA
Phone (503) 505-9699
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Tonya Nichols - RBC Wealth Management Financial Advisor
Location 4949 Meadows Rd Suite 250, Lake Oswego, OR 97035, USA
Phone (503) 387-8467
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Lifelong Wealth Management
5 out of 5
Location 5 Centerpointe Dr, Lake Oswego, OR 97035, USA
Phone (503) 747-6534
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Point Forward Wealth Advisors - Ameriprise Financial Services, LLC
5 out of 5
Location 334 3rd St, Lake Oswego, OR 97034, USA
Phone (503) 620-7500
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Iron Mountain Wealth Management
Location 696 McVey Ave Suite 201, Lake Oswego, OR 97034, USA
Phone (855) 476-6668
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Summit Wealth Advisory Group
Location 4949 Meadows Rd Suite 250, Lake Oswego, OR 97035, USA
Phone (503) 387-8452
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WealthFactor
5 out of 5
Location 155 B Ave Suite 100, Lake Oswego, OR 97034, USA
Phone (503) 477-8100
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SEC File# 801-120308
CRD# 147861
Location 5800 Meadows Rd #210, Lake Oswego, OR 97035, USA
Phone (503) 342-2249
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Merrill Lynch Wealth Management Advisor Travis J Barsotti
Location 4004 Kruse Way Pl #100, Lake Oswego, OR 97035, USA
Phone (503) 699-7223
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DH Wealth Management
SEC File# 801-96201
CRD# 112474
Location 696 McVey Ave Ste 201, Lake Oswego, OR 97034, USA
Phone (503) 765-9655
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Cascade Wealth Management, LLC
Location 4248 Galewood St, Lake Oswego, OR 97035, USA
Phone (503) 675-4381
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Wealth Management in Lake Oswego, OR

Where Wealth Management Advisors in Lake Oswego, OR Serve

Nestled in the heart of Clackamas County, Oregon lies the picturesque city of Lake Oswego. Known for its stunning natural beauty and vibrant community, Lake Oswego is a haven for both locals and tourists alike. The city is home to several notable landmarks, including the iconic Oswego Lake, which offers a wide range of recreational activities such as boating, fishing, and swimming. Other noteworthy landmarks include the historic Iron Furnace and the stunning Tryon Creek State Natural Area. As for top employers, Lake Oswego boasts a diverse range of companies, including the likes of Nike, Intel, and Kaiser Permanente. These companies provide ample job opportunities for residents and help to drive the city's economy forward. When it comes to major highways and streets, Lake Oswego is well-connected to the rest of the region. The city is situated along the I-5 and I-205 corridors, making it easy to travel to and from other parts of Oregon and beyond.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lake Oswego, OR could benefit from a bank in numerous ways. Firstly, the bank could offer financial services such as loans and mortgages to individuals looking to purchase homes in the area. With its stunning lakefront properties and lush greenery, Lake Oswego is a highly desirable location for homebuyers. Additionally, the bank could provide investment opportunities for those looking to grow their wealth. As a city with a thriving economy and numerous high-income households, Lake Oswego residents are likely to be interested in investing their money. The bank could also offer small business loans to entrepreneurs looking to start or expand their businesses in the area. With its close proximity to Portland and a highly educated workforce, Lake Oswego is an ideal location for new businesses. Overall, a bank could provide vital financial services to residents of Lake Oswego, helping them to achieve their financial goals and contribute to the city's continued growth and success.

Insurance Broker

Residents of Lake Oswego, OR can greatly benefit from the services of an insurance broker. With the city being home to a large number of affluent individuals, insurance needs can be quite complex and varied. An experienced broker can help residents navigate the intricacies of policies and coverage options, ensuring they are adequately protected against potential risks. Additionally, with Lake Oswego's proximity to the Willamette River and its susceptibility to flooding, an insurance broker can advise residents on the best flood insurance options available to them. Brokers can also provide guidance on unique insurance needs, such as coverage for high-value homes, luxury vehicles, and personal liability. With the help of an insurance broker, residents of Lake Oswego can have peace of mind knowing that their assets and future are protected.

Retirement Planning

Residents of Lake Oswego, OR would benefit greatly from the services of a retirement planner. With its high cost of living and affluent population, Lake Oswego presents unique challenges and opportunities for retirees. A retirement planner can help residents navigate the complexities of retirement planning, such as managing investments, creating a budget, and maximizing Social Security benefits. Additionally, a retirement planner can offer guidance on estate planning, tax strategies, and long-term care options. In a community like Lake Oswego, where many retirees have substantial assets and complex financial situations, a retirement planner can provide invaluable expertise and support. By working with a retirement planner, residents can feel confident that they are making informed decisions and taking the necessary steps to achieve their retirement goals.

Financial Advisor

Residents of Lake Oswego, OR can benefit from the guidance of a financial advisor in numerous ways. One of the most common ways is by helping them navigate the local real estate market, which is known for its high property values and competitive bidding. A financial advisor can assist residents in making informed decisions when it comes to buying or selling property, ensuring they get the best deal possible. Additionally, with the growing number of small businesses in Lake Oswego, a financial advisor can provide valuable advice on how to manage finances and grow a successful business. Furthermore, a financial advisor can help residents plan for retirement, which is especially important in a city with a higher than average cost of living. By working with a financial advisor, residents of Lake Oswego can feel confident in their financial decisions and secure in their financial future.

Mortgage Loan Officer

Residents of Lake Oswego, OR can benefit from the expertise of a mortgage loan officer in many ways. For example, with Lake Oswego being a highly desirable and affluent community, it is not uncommon for residents to require jumbo loans to purchase their dream homes. A mortgage loan officer can provide guidance on navigating the complexities of securing a jumbo loan, including understanding the underwriting requirements and finding the best interest rates. Additionally, Lake Oswego has a competitive real estate market, and a mortgage loan officer can help residents stand out from other buyers by providing pre-approval letters and assisting with the loan application process. With the help of a skilled mortgage loan officer, residents of Lake Oswego can confidently navigate the home-buying process and achieve their homeownership goals.

Tax Services

Residents of Lake Oswego, OR could greatly benefit from the expertise of a tax advisor. With a median household income of $98,000, many residents are subject to high tax rates and could benefit from strategies to minimize their tax liability. Additionally, Lake Oswego is home to many small business owners who may need advice on tax planning and compliance. The city also has a high number of retirees who may require guidance on tax-efficient withdrawal strategies from their retirement accounts. Furthermore, Lake Oswego is known for its luxury real estate market, and a tax advisor could assist in navigating the complexities of property taxes and deductions. Overall, a tax advisor could provide valuable assistance to the diverse population of Lake Oswego in managing their tax obligations and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Lake Oswego, OR can benefit from the services of an estate planning lawyer in a multitude of ways. For instance, an estate planning lawyer can assist in developing a comprehensive plan for the distribution of assets and property after death. This is particularly important in Lake Oswego, OR, a city known for its high median household income and expensive real estate market. Additionally, an estate planning lawyer can help residents navigate the complexities of state and federal tax laws, ensuring that their assets are protected and their beneficiaries receive the maximum benefit. Furthermore, an estate planning lawyer can help residents establish trusts, draft wills, and create powers of attorney, all of which can provide peace of mind and security for both the individual and their loved ones. Overall, the expertise of an estate planning lawyer can help residents of Lake Oswego, OR protect their assets and ensure their wishes are carried out in the event of incapacitation or death.

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