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Wellstone Wealth Management, LLC

Wellstone Wealth Management, LLC

Partner

503-594-1210
info@wellstonewealth.com

About Wellstone Wealth Management, LLC

Since 1990 we have been helping our clients develop comprehensive wealth plans that allow them to attain their desired lifestyle and legacy goals, reaching out to our clients in an extraordinary way, and building extraordinary friendships.

Money is a means, not an end - more important than building a pile of money is building a plan for that money. That plan is as unique as each client. This is the reason we become acquainted with our clients by asking many questions about their life, their dreams, and their plans as well as about their money.

The Wellstone Difference

We want to inspire you to reach your goals for the reasons that are important to you because none of what we do means anything if we do not help you accomplish your goals for your reasons. You see, it does not matter what we think your goals should be; it is only important what you think they should be. Once we inspire you to identify and clarify your goals and dreams, we begin assisting you in making wise choices that will lead you to their accomplishment and we do so making sure that it is for the reasons that are important to you.

We promise to work hard on your behalf to inspire you to make wise choices about your wealth through education, communication, and service which exceeds your expectations.

Come join us and experience the Wellstone difference.

Learn More About the Wellstone Difference