Connect with Top-Rated Financial Planners in Lake Oswego!

Wellstone Wealth Management is a financially planning and wealth management firm that provides personalized financial planning services to individuals and families. The company helps clients achieve their financial goals and objectives by crafting a tailored plan that addresses their unique needs and concerns. With a focus on Return on Life (ROL), Wellstone takes a holistic approach to wealth management, considering not just financial goals, but also personal well-being, progress, and freedom. The company's expert team works closely with clients to develop a comprehensive wealth plan that helps them achieve their desired lifestyle and legacy goals.

Summit Financial and Investment Advisors is a boutique financial services firm, dedicated to helping its clients achieve peak performance in the pursuit of their financial goals and dreams. With over forty years of service, the company's experienced financial service professionals and advisors are committed to providing personalized, client-centered investment solutions. The firm offers a range of services, including financial planning, investment advice, and wealth management, to help individuals and institutions achieve their financial objectives. By combining insightful market analysis with a focus on each client's unique needs and goals, Summit Financial and Investment Advisors strives to deliver tailored solutions that meet the highest standards of excellence.

Oswego Wealth Management is a financial services firm providing comprehensive wealth management services to individuals, families, and business owners. Our team of experienced professionals takes a personalized approach to help clients achieve financial freedom and independence.

Eugenio Financial, a fee-only independent registered investment advisor, specializes in providing personalized financial planning and investment services to pre-retirees, retirees, and individuals who have self-managed their investments. Their comprehensive services include portfolio management, personal financial planning, social security analysis, and estate planning. With a focus on risk-averse growth-oriented portfolios, they aim to ensure their clients' financial peace of mind.