A complete list of active advisors currently associated with Whitewater Wealth

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

Whitewater Wealth is a registered investment adviser formed in Oregon that provides asset management, financial planning and consulting, estate planning, charitable giving consulting, and pension consulting to individuals, high‑net‑worth clients, trusts, estates and charitable organizations. Asset management is offered only through a wrap fee program, while planning and pension consulting are available as separate engagements. The firm applies a mix of analytical approaches — including fundamental analysis, charting/technical and cyclical analysis — and employs strategies that range from long‑term purchases to shorter‑term trades and option writing used primarily for hedging. For accredited investors the adviser may recommend private securities or private mortgage investments, and asset management accounts are managed on an individualized basis within the wrap program. What is distinctive about the firm relative to many peers is its role as a wrap fee program sponsor and its explicit work with charitable organizations and pension plan sponsors, features that are statistically uncommon among independent advisers. The firm also provides pension consulting in an ERISA fiduciary context and relies on institutional custody and execution arrangements that include research and administrative support.

To learn more about the advisors currently working at Whitewater Wealth, 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.