Scappoose, OR Office

Team
Updated today

Client AUM

$7,692,616,588

Clients

10,696

Advisors

3

Of 169 advisors across 86 offices

Location

51605 Columbia River Hwy

Scappoose OR 97056

Advisors at this office

3

Advisors at this office

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Joyce P

Series 65

Scappoose, OR

Wealthcare Advisory Partners LLC

Joyce Pereira is an Investment Advisor Representative with Wealthcare Advisory Partners LLC and holds a Series 65 designation. She has 15 years of industry experience and has worked at Sommers Financial Management since 2009. Currently, she is dually registered with both firms on a transitional basis. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, offering wealth management, investment management, financial planning, and access to alternative investments using a goals-based, evidence-driven advisory process supported by proprietary software and quantitative measures.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Tori C

Series 65

Scappoose, OR

Wealthcare Advisory Partners LLC

Tori Coy is a financial advisor at Wealthcare Advisory Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Wealthcare, she worked at Columbia County for six years and Ticor Title for four years. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm’s investment approach combines a goals-based financial advising discipline with proprietary quantitative metrics, integrating both passive and active management strategies alongside behavioral economics.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Blaine B

CFP®, Series 66

Scappoose, OR

Wealthcare Advisory Partners LLC

Blaine Butcher is a CFP® and holds a Series 66 license, with seven years of industry experience. He is currently affiliated with Wealthcare Advisory Partners LLC and Sommers Financial Management, having worked previously at Victory Capital Advisers, Inc. and Edward Jones. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that combines proprietary Wealthcare software and behavioral economics, integrating passive and active investment strategies with dynamic rebalancing when appropriate.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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