OREGON PACIFIC WEALTH MANAGEMENT

Overview

Oregon Pacific Wealth Management is an independent registered investment adviser that acts as a capital allocator for individual, family and select institutional clients. The firm provides fee-based portfolio management and financial planning and supplements its direct management with selection of other advisers when appropriate. Its service mix includes hourly planning engagements and traditional percentage-of-AUM advisory relationships. The firm pursues primarily discretionary mandates and favors pooled public funds and mutual funds as the backbone of client portfolios, while retaining the ability to integrate separate managed accounts and third‑party managers where they see fit. Oregon Pacific Wealth Management is not an active ESG investor and operates as a single‑state adviser after registering with the SEC in 2021.

Assets & Accounts

Investments & Alternatives

Location & Offices