Find wealth managers in Bend

You've got enough to think about. We'll take the lead on your personal finances so you can enjoy some peace of mind and extra time for yourself or for the business. Whether you're an accomplished business owner, partner at the firm, or running your own practice, our team understands the unique opportunities and challenges you're facing. You've worked

When advising clients our guiding principle is to act consistent with what the client would do if they knew everything about investing. We seek to ascertain the motivating purpose behind our client's investment objectives, enabling us to individually tailor portfolios to achieve each client's goals. We examine each client's true tolerance for risk

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

Tompkins Wealth Management provides financial planning and wealth management services to individual and small business clients. I focus on helping you reach your financial goals so you can devote more time to your work, your family and your personal interests. Email or call to schedule a consultation. I look forward to working with you. Since 2005

It's simple really. We built a firm that we would want to be associated with as clients. That is why we utilize an investment strategy grounded in academic research from Nobel Prize-winning economists. We then put that power to work by tailoring a portfolio to fit each individual client. We also ensure that allocation is paired with a financial plan