A complete list of active advisors currently associated with VergePointe Wealth Management, LLC
Warmer can help you find a great advisor at VergePointe Wealth Management, LLC or one who fits your needs even better.
VergePointe Wealth Management is an independent, fee‑only SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities, overseeing roughly $283 million in client assets with a small advisory team. Services include discretionary portfolio management, financial planning, investment consulting, and coordination with third‑party professionals for tax, legal and insurance matters. The firm develops client‑specific investment policy statements and strategic asset allocations, conducts manager due diligence, implements and monitors portfolios, and performs periodic rebalancing; its investable universe includes cash, fixed income, public equities, hedge funds, real assets, private equity/debt and, where suitable, digital‑asset exposure (often via ETFs). VergePointe operates under fiduciary standards, coordinates tax and estate planning with clients’ advisors, and follows ERISA/IRC rollover guidance when recommending retirement plan rollovers. What is distinctive is the firm’s integration with affiliated businesses: principals also operate a CPA and consulting practice and an entity that acts as general partner for several private affiliated funds, and the firm serves pooled investment vehicle clients and functions as a fund sponsor/syndicator in certain situations. These affiliations and private‑fund activities are formally disclosed, subject to accreditation and conflict‑of‑interest documentation (including Substantial Conflicts of Interest disclosures), and the affiliated funds are subject to independent audit and related reporting requirements.
To learn more about the advisors currently working at VergePointe Wealth Management, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Lake Oswego, OR
| 24
| |
Lake Oswego, OR
| 23
| |
Lake Oswego, OR
| 34
| |
Lake Oswego, OR
| 21
|
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