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5800 Meadows Road, Suite 210, Lake Oswego, OR 97035

503-594-1210
info@wellstonewealth.com
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Your Future Is Our Focus

Let Wellstone Wealth Management help you build a financial plan that puts you on course to reach your financial goals.

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<strong>About Wellstone</strong>

About Wellstone

Since opening in 1990, Wellstone Wealth Management has focused on providing the type of exceptional partnership, transparency, education and client service needed to inspire clients and help them make wise choices about their wealth.

At Wellstone, we build integrity, compassion, teamwork and gratitude into all of our efforts to provide exceptional client service.

<strong>What Does Your Retirement Look Like?</strong>

What Does Your Retirement Look Like?

We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.

Our Approach

You may be familiar with the concept of Return on Investment (ROI). While that is an important piece of the puzzle, at Wellstone, we do not feel it goes far enough in considering the individual needs and wishes of our clients' lives. That is why we are also unveiling our dedication to a Return on Life (ROL) approach that takes a deeper, more personalized look at where you want to be in terms of:

  • Well-Being: Leisure, health, and relationships
  • Progress: Work, residence, achievement, and learning
  • Freedom: Purpose, autonomy, and security

We know that wealth means something a little different to everyone, so our team works with you to understand your unique goals and expectations.

Together, we help you develop a tailored, comprehensive wealth plan built to help you achieve your desired lifestyle and legacy goals.

Step 1: Free Consultation

We start by getting to know each other and learning more about what matters most to you.

Step 2: Goal Identification

Next we formalize our engagement and build your personalized profile.

Step 3: Plan Development

With your goals and our guidance, we create your personalized financial roadmap.

Step 4: Plan Implementation 

Once developed, we help you put your customized plan into action.

Step 5: Bigger Picture View

During this step, we work closely with a team of professionals to help ensure your complete financial house is in order.

Step 6: Ongoing Support

This is just the beginning. Once your plan is in motion, we help you stay the course.

Words of Wisdom

"The investor of today does not profit from yesterday's growth."

- Warren Buffet

Explore Our Services

Explore Our Services

No matter where you are in your financial life, Wellstone has the tools and services built to help.

How We Help

Get to Know Us

Get to Know Us

We take the time to understand our clients all about their life, dreams, and plans.

Meet the Team

Build Your Plan

Build Your Plan

Develop a comprehensive, life-centered plan built for your desired lifestyle and legacy goals.

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