Products & Services

Our consultative process is designed to establish close relationships with our clients in order to gain a detailed understanding of their goals and their most important financial wants and needs.

It all begins with a set of goals. Do you want to save for your child’s college education? Are you saving enough for retirement? Is it the right time to refinance your home? Let Oregon Pacific Wealth Management help you make personalized financial decisions.

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a systematic approach.

At OPWM our focus is helping you find the solutions that best meet your needs. We have access to a wide variety of insurance products designed to help with your specific needs. We take the time to get to know you, understand your life goals, and work towards realizing those goals as your life journey progresses.