Portland, OR Office

Womack Wealth Management provides investment management, comprehensive financial planning, wealth planning and retirement-plan advisory services to individuals, trusts, pension and profit-sharing plans, foundations, endowments and corporate clients. Wealth-planning and ongoing family-office style services are generally aimed at clients with at least $1 million in liquid assets, with more complex family-office engagements described for households with substantially larger net worth.

The firm’s investment approach is grounded in Modern Portfolio Theory and elements of the Efficient Markets Hypothesis, favoring broadly traded no-load mutual funds, ETFs, individual equities, fixed income, REITs, commodity exposures and select alternatives with a long-term orientation. Womack may use margin, options writing and other derivative strategies within separately managed accounts when appropriate to a client’s risk profile and objectives, and discloses that use in its policies.

Womack is affiliated through common ownership with a separate business-management firm that offers non-investment family-office and business-management services, a relationship the brochure discloses and which may lead clients to engage both firms. The firm also provides turn-key back-office and sub-advisory services to other advisers and offers institutional consulting for entities such as Native American tribes and ERISA plans, capabilities that extend its role beyond typical retail portfolio management.