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Charles B
Series 63, Series 65
Eugene, OR
Whitewater Wealth
Charles Bales is a financial advisor at Whitewater Wealth in Eugene, Oregon, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He founded Whitewater Wealth in 2013 and is the sole advisor at the firm. Outside of his advisory role, he is an owner of PARADISE WAITS, LLC, an LLC associated with IRA real estate investments. Whitewater Wealth is an independent registered investment adviser offering asset management, financial planning, estate planning, charitable giving consulting, and pension consulting to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages assets through a wrap fee program and uses a blend of fundamental, technical, and cyclical analysis, with services tailored to each client, including work with accredited investors and pension plan sponsors.
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