Overview

We are a full service Pacific NW Wealth Management Firm with 5 offices in Oregon. We have a strong retirement planning/distribution business with a niche in exit planning and consulting for business owners. We have grown organically to 450 Million in Assets and have a strong team culture and commitment to our clients. We are looking for acquisitions that are in alignment with our philosophy and a good cultural fit.

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more

Business Data

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