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(877) 588-4276

Family Wealth Management

You've worked for your family for years; shouldn't your money keep working for them? Our wealth management and retirement planning services in Bend OR take your unique situation into account to help provide a sound financial future.

Wealth Management Services

  • Family wealth management consulting
  • Comprehensive financial planning
  • Ongoing plan monitoring and adjustment
  • Tax strategies
  • Estate planning
  • College planning (529 plans, UTMA, etc)
  • Wealthview financial aggregation software

Retirement Planning Services

  • Retirement plans
  • Distribution strategies and income
  • PERS & pension plan consulting
 

Investment Management

  • Investment advisory services
  • Portfolio review and risk analysis
  • Asset allocation
  • Tax sensitive portfolio management

Insurance Services

  • Risk assessment and protection
  • Insurance planning

Philanthropy

  • Charitable trust and gift planning
  • Foundation & endowment investments

Contact us to learn more about Eagle Wealth Management and how our services may benefit you.

 

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