Broker Check

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

503-594-1210
info@wellstonewealth.com
Client Login

Photo Gallery

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Thursday, November 30, 2023

Coming up against the limits of AI? When it comes to your finances, personalized advice from a trusted financial advisor can be extremely valuable.

Tuesday, September 12, 2023

Values-based financial planning is the key to making your money work for you—not the other way around.

Monday, August 14, 2023

Saving for your dream home? Planning for retirement? These insights can empower you to unlock the full potential of your wealth.

Thursday, July 6, 2023

You love your job and are planning to retire later in life—but what if you are forced to retire early? Will you be prepared?

Wednesday, June 7, 2023

Should you give your kids money now? Read on to discover the potential benefits of offering an accelerated inheritance to your children.

Show All

Wednesday, May 10, 2023

Retirement is a new chapter in life, and it is never too late to explore your purpose, maintain your health, and rediscover your identity.

Wednesday, May 10, 2023

Are you struggling with market volatility? Check out these two resources which emphasize the need to embrace volatility and remain patient.

Wednesday, April 5, 2023

What can you expect when you hire a financial professional? Here are the differences between financial planning and investment management.

Thursday, March 23, 2023

The costs of downsizing—here is what to consider before deciding to move after the kids leave.

Tuesday, March 14, 2023

Two major banks collapsed in three days. Here’s what consumers need to know about safeguarding their savings.

Friday, February 24, 2023

Ever wondered what to ask a potential financial advisor before you decide to work with them? Here are 10 questions to get you started.

Tuesday, January 24, 2023

The first 10 years of retirement present unique challenges. Here are 5 financial planning challenges to look out for during your first 10 years of retirement.

Thursday, December 8, 2022

Looking to improve your Return on Life in retirement? Here are five tax-saving strategies that can help.

Monday, November 14, 2022

Working with a financial advisor is one of the secrets to achieving financial success. Wellstone Wealth Management can make a difference in your friends’ and family’s lives.

Wednesday, October 19, 2022

Are you worried that you will find it difficult to maintain the same lifestyle in retirement that you had while working?

Wednesday, September 28, 2022

Do you know what you get when you pay for financial advice? Here’s an outline of Wellstone Wealth Management’s services and the value we provide.

Wednesday, August 17, 2022

Don’t leave all your retirement eggs in one Social Security basket. Learn how to structure Social Security into your ROL retirement plan.

Tuesday, July 26, 2022

Getting the most out of your equity compensation can be complicated. Here are 5 tips to build it into your financial plan.

Monday, May 16, 2022

Are you approaching retirement and wondering how to fill your time? Here are 4 things you can do to make the most of your golden years!

Friday, April 22, 2022

You’ve probably heard of return on investments, but what about Return on Life? Learn more about Wellstone Wealth Management’s ROL philosophy!

Thursday, March 17, 2022

You never know when life will take an unexpected turn. That’s what happened to Greg when he started a new job. Here’s his story!

Monday, July 6, 2020

If your stress and anxiety levels are reaching a breaking point, you’re not alone. A recent Kaiser Family Foundation (KFF) poll found 45 percent of adults in the United States are feeling worry and stress related to the coronavirus....