At Paltzer Wealth Management, our mission is to help you reach your financial goals. We do this by working side-by-side with you, listening to your aspirations and priorities, and using our knowledge and experience to create a personalized financial plan that fits your life and the future you envision for yourself and your family.
Because we are a small, independent firm, we are able to provide you with unparalleled service, objective financial advice, and the assurance that your best interests will always come first. Thank you for your consideration. We hope to become a trusted resource and advisor. Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Because we are a small, independent firm, we are able to provide you with unparalleled service, objective financial advice, and the assurance that your best interests will always come first. Thank you for your consideration. We hope to become a trusted resource and advisor. Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Services
Life is made up of a series of steps you take in order to bring you closer to your ideal goals. You work hard and save responsibly, but there comes a point when you wonder if you are making the right financial choices to successfully pursue your long term dreams. This is why we are here. At Paltzer Wealth Management, we work side by side with you to map your unique goals and knowledgably guide you through your journey.
Jake is a Financial Advisor and a CERTIFIED FINANCIAL PLANNER practitioner with LPL Financial. Jake and his wife moved to beautiful Bend, Oregon, to raise their children. He enjoys alpine skiing and golf, as well as camping and hiking. Anthony joined Paltzer Wealth Management in 2021 with a background as a financial advisor with Merrill Lynch in Portland, Oregon.
Our mission is to assist you in working towards your vision for the future. We aim to address your needs by understanding your priorities, then placing them at the core of your personal wealth management strategy. Through consultations, effective communication and exceptional services, you will be inspired to make informed decisions with regard to your financial affairs.
Your financial planner should be a trusted partner who understands your needs and is committed to competent and ethical behavior when providing financial advice. Many people call themselves financial planners, but only those with the CFP, CERTIFIED FINANCIAL PLANNER certification marks have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP certification process.
We are committed to helping you Envision your Life and Live Your Vision. The success of our long term relationship is founded with mutual trust and honesty and timely communication. Power of Independence: Objective financial guidance is a fundamental need for everyone. That's why Jake has chosen to be an independent advisor, partnered with LPL Financial, one of the nation's leading financial services companies.
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