A complete list of active advisors currently associated with Oregon Pacific Wealth Management

Warmer can help you find a great advisor at Oregon Pacific Wealth Management or one who fits your needs even better.

Oregon Pacific Wealth Management serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, business entities, trusts, and estates. The firm offers discretionary and non‑discretionary portfolio management, written financial planning, and access to sub‑advisors or independent managers, along with periodic reporting and coordination with other professional advisers. The firm builds globally diversified, risk‑based portfolios tailored to each client’s Investment Policy Questionnaire and long‑term objectives, drawing on methods such as modern portfolio theory, fundamental, technical, cyclical, charting and quantitative analysis. Portfolios primarily use ETFs and mutual funds but may also include individual equities, fixed income, inverse/leveraged ETFs and interval funds, and can be actively managed during periods of heightened market volatility. OPWM is a wholly owned subsidiary of Oregon Pacific Banking Company (part of publicly traded Oregon Pacific Bancorp), and the brochure discloses that the bank provides administrative services and an employee referral/incentive program tied to new client relationships. A distinctive feature of the firm’s business mix is the scale of trust assets under advisement (approximately $145 million as reported), and the firm’s policies include explicit restrictions on personnel trading in the parent bank’s stock to address conflicts of interest.

To learn more about the advisors currently working at Oregon Pacific Wealth Management, 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.