2260 West
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
2260 West provides financial planning, wealth management, portfolio management and consulting to individuals, families, trusts, estates and small businesses in Oregon and Washington. The firm offers ongoing discretionary portfolio management together with tailored personal and business financial planning and on‑demand consulting.
Investment programs are individualized through an Investment Policy Statement and ongoing monitoring, and the firm applies a mix of methods — including fundamental, technical, quantitative analysis and modern portfolio theory — across long‑ and short‑term strategies. 2260 West also may refer clients to third‑party advisers for model portfolios and contracts with a service provider for administrative and back‑office support.
The firm’s principals are also owners and practicing CPAs at a local accounting firm, and 2260 West discloses client overlap and the potential for conflicts of interest arising from that affiliation. In addition to typical wealth management work, the firm highlights business‑focused planning areas such as acquisitions, succession planning and equity‑compensation matters (ESOPs/ISOs), which are less common offerings for firms of its scale.
Client services
Expertise
Fee options
$0 - $300,000: 1.50% $300,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.50%
Financial consulting and additional financial planning services charged at $450/hour
Account minimum: $300,000 Minimum fee: Minimum fee for initial financial plan is $3,000 Fee-only: Fee-only advisory firm; no commissions or third-party compensation
Main office
See office2796 NW Clearwater Dr
Bend OR 97703
Advisors at this office
2
Offices (2)
Most active in
Oregon · Washington
Also doing business as
2260 West · 2260 West, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Chelsea M
CFP®
Bend, OR
2260 West
Chelsea Mayer is a CFP® professional with five years of experience in financial advising, currently with 2260 West in Bend, OR. She also works as a staff CPA at Patrick Casey & Co. LLP, a firm where she prepares various types of income tax returns and handles accounting functions. 2260 West provides financial planning, wealth management, portfolio management, and consulting services to individuals, families, trusts, estates, and small businesses across Oregon and Washington. The firm offers tailored investment programs that incorporate multiple analytical methods and focuses on business-oriented planning such as acquisitions and succession planning.
Cameron T
CFP®
Bend, OR
2260 West
Cameron Tonning is a CFP® affiliated with 2260 West and has four years of industry experience. His prior work includes roles at Patrick Casey & Co. LLP, Capstone Certified Public Accountants, LLC, and KPMG. 2260 West serves individuals, families, trusts, estates, and small businesses in Oregon and Washington, offering financial planning, wealth management, portfolio management, and consulting. The firm provides customized investment programs using a variety of analytical methods and emphasizes business-related planning services such as acquisitions and succession planning.
Kyle D
CFP®
Bend, OR
2260 West
Kyle Dover is a CFP® with six years of industry experience and is an advisor at 2260 West in Bend, OR. He is also a CPA at Patrick Casey & Co. LLP, where he focuses on tax compliance and preparation. 2260 West offers financial planning, wealth management, portfolio management, and consulting services to individuals, families, trusts, estates, and small businesses in Oregon and Washington. The firm combines multiple investment approaches and provides business-focused planning including acquisitions, succession planning, and equity-compensation matters.
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