Savage and Company Wealth Management, LLC is a Registered Investment Adviser (RIA) licensed in the states of Oregon and California. We also conduct business in other states, ensuring first that we are in compliance with all necessary state laws regarding licensing and exemptions. The firm is independently owned and operated and not associated with any Wall Street companies.
We accept no commissions of any kind on the sale of investment products. We are paid only by you, our clients. As a Registered Investment Adviser (RIA), we operate in a fiduciary capacity, meaning that we are legally bound to place the interests of our clients ahead of our own. When it comes to your financial future, you can't just leave it to anyone.
We accept no commissions of any kind on the sale of investment products. We are paid only by you, our clients. As a Registered Investment Adviser (RIA), we operate in a fiduciary capacity, meaning that we are legally bound to place the interests of our clients ahead of our own. When it comes to your financial future, you can't just leave it to anyone.
Services
We believe strongly in comprehensive financial planning. Prior to developing an investment plan, we believe that it's critical to have a detailed understanding of each client's financial situation. All financial plans include an analysis section and a section with written recommendations. Investment management clients also receive financial planning advice on a full range of financial areas.
Prior to developing an investment plan, we believe that it's critical to have a detailed understanding of each client's financial situation. Most of our clients are primarily concerned with making sure their money will last throughout their lifetime. For our retired and pre-retired clients we run a cash-flow forecast to see how they're likely to fare in the future.
The key to successful investing is diversification among various asset classes. This is known as "asset allocation", and many studies have shown that it is the best way to obtain the highest return for a given level of risk. For each client, we construct an investment plan that takes into account the client's goals, time horizon and risk tolerance.
Osher Lifelong Learning Institute (OLLI) at Southern Oregon University provides over 1,800 members with intellectually stimulating courses and social functions. Volunteer instructors, most often OLLI members, share their expertise and passions in courses spanning such diverse topics as art, hiking, history, investments, landscaping, music, political science, science, travel, theatre, and writing.
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