Wealth Management Services in Lake Oswego, OR

Lake Oswego, OR

1 Centerpointe Drive
Suite 115
Lake Oswego, OR 97035

Phone: (503) 597-1616

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(503) 597-1616

1 Centerpointe Drive

Suite 115

Lake Oswego, OR 97035

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We proudly serve the cities of Ashland, Aurora, Baileyville, Beaverton, Bend, Canby, Clackamas, Corvallis, Danville, Eugene, Fresno, Grants Pass, Hillsboro, Hood River, Idaho Falls, Lake Oswego, Lakewood, Marana, Mesa, Nampa, North Powder, Oceanside, Oregon City, Portland, Roseburg, Sacramento, Saint Helens, Salem, San Diego, San Francisco, San Ramon, Seattle, Sherwood, Spokane, Springfield, The Dalles, Tigard, Tualatin, Vancouver, Warrenton, White Salmon, Wilsonville, Woodburn, and Yakima. We also proudly serve the states of Arizona, California, Idaho, Maine, New Jersey, Oregon, and Washington, as well as the following counties: Benton County, Bonneville County, Canyon County, Clackamas County, Clatsop County, Columbia County, Contra Costa County, Deschutes County, Douglas County, Fresno County, Hood River County, Jackson County, Josephine County, King County, Klickitat County, Lane County, Maricopa County, Marion County, Multnomah County, Ocean County, Polk County, Sacramento County, San Diego County, San Francisco County, Spokane County, Union County, Wasco County, Washington County, and Yakima County.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Investment advisory services are offered through Northwest Capital Management, Inc., an SEC Registered Investment Advisor. Northwest Capital Management, Inc. is a subsidiary of Carson Group Holdings, LLC.

Additional information about CWM, LLC and our advisors is also available online at https://www.adviserinfo.sec.gov or http://brokercheck.finra.org/ . You can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344.

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