5800 Meadows Road,
Selecting an experienced, professional, life-centered financial planner to work with is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it is our mission to simplify the complexities of your financial life so you can focus on what matters most.
We adhere to a Return on Life (ROL) approach that takes a deeper, more personalized look at where you want to be in terms of:
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 life-centered wealth plan built to help you achieve your desired lifestyle and legacy goals.
We offer a comprehensive approach—we do not just manage your money
So if these questions resonate with you…
…we are here with customized strategies for all your financial concerns.
We offer a no-cost 30-minute phone consultation to help answer your questions, learn more about you, the people in your life, and what you want to achieve.
In our free introductory session, we’ll discuss:
Schedule your free 30-minute introductory phone call today to take the first step toward the future you dream about.
You may also call 503-594-1210 or email email@example.com.
Greg Allen is a CERTIFIED FINANCIAL PLANNER™ professional, Life-Centered Financial Planner, Managing Member, and second-generation owner of Wellstone Wealth Management, a life-centered financial planning firm that takes a unique Return on Life (ROL) approach to help their clients live the best life possible with the money they have. With over 20 years of experience, Greg holds fast to his mission of helping clients plan their finances around their lives, instead of the other way around, resulting in fulfillment, confidence, and a meaningful life. Greg also provides a caring, trusted long-term relationship and life-centered financial behavioral counseling. He specializes in working with people who have recently retired or are close to it (typically five years or less) and relates well to corporate executives and upper-management couples who often have complicated financial pictures and need help maximizing their wealth, reducing their taxes, and preparing for retirement so they can maintain their ideal lifestyle.
When he is not helping his clients find meaning and purpose, you can find Greg spending time with his friends and family, especially his wife, Sandy, children, and grandchildren. As a native Oregonian, Greg loves the outdoors, visiting the Oregon Coast, and retreating to their family cabin in the mountains. He enjoys staying involved with his church, reading, watching sports, and anything to do with exercise and wellness. To learn more about Greg, connect with him on LinkedIn.