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Finding Your Fit

Experience the Difference

Wellstone understands that money is a means, not an end.

Even more important than building a pile of money is having a plan in place that helps you use the money in ways that will enhance your life and support what is most important to you. 

Every plan we help create is as unique as the client it’s built for. This is why we take the time to ask our clients all about their life, dreams, and plans—not just about their money.


The Wellstone Promise

  • Work hard on your behalf; 
  • Inspire you to make wise choices about your wealth through educational tools and clear communication; and
  • Provide client service that aims to exceed your expectations.


Client Educational Tools

 

Come experience the Wellstone difference.
Call us today at 503-594-1210!


Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

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