A complete list of active advisors currently associated with 2260 West
Warmer can help you find a great advisor at 2260 West or one who fits your needs even better.
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.
To learn more about the advisors currently working at 2260 West, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse 2260 West's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Bend, OR
| 12
| |
Bend, OR
| 6
| |
Bend, OR
| 4
|
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