Showing 1 - 6 of 6 results
Sort by
Relevancy
Distance
Alphabetical
Go Wealth Management
Oregon, Eugene
Go Wealth Management is a reputable investment advisory firm based in Eugene, Oregon, with a strong commitment to helping clients achieve their financial goals. With three offices strategically located in the area, Go Wealth Management offers convenient access to their comprehensive range of investment advisory services.
With a team of six dedicated professionals, all of whom are highly experienced in the field, Go Wealth Management provides personalized investment advice tailored to each client's unique needs. On average, their investment advisors oversee approximately $18,150,000 in assets under management, demonstrating their expertise in managing substantial portfolios.
Go Wealth Management adopts a flexible compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. While their focus primarily revolves around discretionary management of assets, they also possess the capability to handle employer funds, although 401(k) and individual accounts represent a smaller portion of their assets under management.
In addition to their investment advisory services, Go Wealth Management serves as an insurance broker or agent, ensuring their clients have comprehensive coverage to safeguard their financial well-being.
With an impressive client base of over 230 individuals, Go Wealth Management oversees more than $108,929,000 in assets. The firm boasts a team of highly tenured advisors, including Gwendolyn O'Connell, Robert Wisnovsky, and Donald Watson, who bring a wealth of experience and expertise to their clients' financial journeys.
In summary, Go Wealth Management is a trusted investment advisory firm in Eugene, Oregon, delivering personalized financial solutions and managing substantial assets for a diverse clientele.
Hurley Financial Group, Inc.
Oregon, Corvallis
Hurley Financial Group, Inc., a small investment advisory firm based out of Corvallis, OR, is committed to providing comprehensive financial solutions to its clients. With a team of five dedicated professionals, including one investment advisor, they deliver personalized services tailored to meet the unique needs and goals of each individual.
With an average of $95,450,000 in assets under management per investment advisor, Hurley Financial Group, Inc. maintains an industry-average standing in this regard. Their compensation structure is flexible, encompassing a variety of options such as a percentage of assets under management and hourly charges.
Boasting a robust client base of over 420 individuals, Hurley Financial Group, Inc. manages assets totaling more than $231,339,000. Their expertise in employer 401Ks and individual accounts is evident, as these sources account for approximately half of the assets they oversee. Notably, all of the assets managed by the firm are discretionary, allowing them to make informed decisions aligned with their clients' best interests.
Beyond investment advisory services, Hurley Financial Group, Inc. also serves as a registered representative of a broker-dealer and operates as an insurance broker or agent. Their diverse range of offerings ensures that clients receive comprehensive financial guidance under one roof.
The firm's success can be attributed, in part, to the experience and dedication of its longest-tenured advisors. Keith Marshall, Dorann Hurley, and Megan Schneider bring extensive knowledge and expertise to the table, further solidifying Hurley Financial Group, Inc.'s reputation as a trusted financial partner. With one office location, the firm maintains a localized approach, fostering strong relationships with clients in the Corvallis community and beyond.
Spectrum Strategic Capital Management, Llc
Oregon, Corvallis
Spectrum Strategic Capital Management, LLC, a small investment advisory firm headquartered in Corvallis, OR, is recognized for its exceptional financial management services. With a team of six dedicated professionals, four of whom specialize in providing comprehensive investment advisory services, the firm boasts an impressive average of $570,390,000 in assets under management per investment advisor—significantly surpassing industry standards.
Spectrum Strategic Capital Management, LLC adopts a well-rounded compensation structure that encompasses various methods, including a percentage of assets under management. Catering to a diverse clientele, the firm serves over 190 individual clients, expertly managing assets exceeding $184,202,000. Although 401K and individual accounts make up less than 30% of their assets under management, the firm is fully equipped to handle employer funds.
Setting itself apart from competitors, Spectrum Strategic Capital Management, LLC exercises discretionary authority over a substantial 95% of the assets it manages, providing clients with the peace of mind that their investments are in capable hands. With two offices, the firm ensures accessibility and convenience for its valued clients.
Spectrum Strategic Capital Management, LLC takes pride in its team of seasoned advisors, including Nichols Cutting, Benjamin Meeker, and Greg Bachman, who have each displayed longstanding commitment to the firm. Their wealth of experience and expertise contribute significantly to the firm's continued success and ability to deliver top-notch financial services.
Overall, Spectrum Strategic Capital Management, LLC stands out as a leading investment advisory firm, offering a comprehensive range of services, impressive asset management capabilities, and a dedicated team committed to helping clients achieve their financial goals.
Clarity Wealth Development, Llc
Oregon, Corvallis
Clarity Wealth Development, LLC is a highly reputable investment advisory firm based out of Corvallis, Oregon. With over 310 individual clients and a staggering $125,573,000 in assets under management, they have established themselves as a trusted partner in helping clients achieve their financial goals.
As a small firm with a single office, Clarity Wealth Development, LLC provides personalized and tailored investment advisory services to a diverse clientele. Their expertise extends to insurance brokerage, offering comprehensive coverage options to meet clients' unique needs.
Impressively, approximately half of their assets under management are derived from employer 401Ks or individuals, reflecting their extensive experience and success in this space. Moreover, all the assets managed by Clarity Wealth Development, LLC are handled with full discretionary authority, demonstrating their commitment to delivering optimal results for their clients.
The compensation structure of the firm encompasses various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their pricing.
With a dedicated team of three employees, all of whom are investment advisors, Clarity Wealth Development, LLC maintains an impressive average of $41,860,000 in assets under management per advisor. This speaks to their ability to effectively manage and grow their clients' portfolios.
The firm boasts a roster of experienced advisors, including Garrett Dresen, Kim Hall, and Kay Cole, who have demonstrated their commitment to Clarity Wealth Development, LLC by providing valuable insights and guidance to clients over the years.
Overall, Clarity Wealth Development, LLC stands out as a trusted and client-focused investment advisory firm, offering comprehensive financial services and delivering exceptional results.
Need Help Selecting an Insurance Advisor?
Let our team create a custom shortlist for you.
Clarity Wealth Development, Llc
Oregon, Corvallis
Clarity Wealth Development, LLC is a highly reputable investment advisory firm based out of Corvallis, Oregon. With over 310 individual clients and a staggering $125,573,000 in assets under management, they have established themselves as a trusted partner in helping clients achieve their financial goals.
As a small firm with a single office, Clarity Wealth Development, LLC provides personalized and tailored investment advisory services to a diverse clientele. Their expertise extends to insurance brokerage, offering comprehensive coverage options to meet clients' unique needs.
Impressively, approximately half of their assets under management are derived from employer 401Ks or individuals, reflecting their extensive experience and success in this space. Moreover, all the assets managed by Clarity Wealth Development, LLC are handled with full discretionary authority, demonstrating their commitment to delivering optimal results for their clients.
The compensation structure of the firm encompasses various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their pricing.
With a dedicated team of three employees, all of whom are investment advisors, Clarity Wealth Development, LLC maintains an impressive average of $41,860,000 in assets under management per advisor. This speaks to their ability to effectively manage and grow their clients' portfolios.
The firm boasts a roster of experienced advisors, including Garrett Dresen, Kim Hall, and Kay Cole, who have demonstrated their commitment to Clarity Wealth Development, LLC by providing valuable insights and guidance to clients over the years.
Overall, Clarity Wealth Development, LLC stands out as a trusted and client-focused investment advisory firm, offering comprehensive financial services and delivering exceptional results.
Sapient Private Wealth Management, Llc
Oregon, Eugene
Sapient Private Wealth Management, LLC, based out of Eugene, OR, is a reputable local investment advisory firm that caters to the financial needs of high net worth individuals. With over 290 individual clients and more than $1,100,577,000 in assets under management, Sapient Private Wealth Management, LLC offers a comprehensive range of services to help clients achieve their financial goals.
While specializing in discretionary management of assets, Sapient Private Wealth Management, LLC also possesses the expertise to handle employer funds, although 401K and individual accounts represent less than 30% of their assets under management. Their compensation structure is diverse, including a percentage of assets under management and fixed fees, ensuring flexibility for clients to choose what suits them best.
With a team of 13 dedicated professionals, 11 of whom provide investment advisory services, Sapient Private Wealth Management, LLC delivers personalized and tailored solutions to meet the unique needs of each client. On average, each investment advisor manages approximately $100,050,000 in assets, aligning with the industry standard.
Sapient Private Wealth Management, LLC takes pride in its experienced and knowledgeable staff. Notable long-tenured advisors at the firm include Sandra Sperry, Gregory Erwin, and John Flaxel. Their expertise and commitment to client satisfaction have contributed to the firm's success and reputation.
As a trusted partner in wealth management, Sapient Private Wealth Management, LLC strives to deliver exceptional financial strategies, guidance, and investment solutions to help their clients navigate the complex landscape of wealth management and achieve long-term financial prosperity.
44 Wealth Management Llc
Oregon, Eugene
44 Wealth Management LLC, headquartered in Eugene, OR, is a small investment advisory firm dedicated to helping individuals and high net worth clients achieve their financial goals. With a team of five employees, including four experienced investment advisors, they provide personalized wealth management services to over 190 individual clients.
The firm boasts an impressive track record, managing assets totaling over $441,552,000. On average, each investment advisor oversees approximately $67,820,000 in assets under management, aligning with industry standards. All of the assets managed by 44 Wealth Management LLC are discretionary, allowing the firm to make investment decisions on behalf of their clients.
To ensure transparency and align their interests with their clients, the compensation structure of 44 Wealth Management LLC includes various methods. This includes a percentage of assets under management and fixed fees, providing flexibility based on client needs and preferences.
In addition to their investment advisory services, 44 Wealth Management LLC also offers insurance brokerage and agent services, further catering to their clients' financial needs.
With one office in Eugene, the firm has established a strong presence in the local community. They take pride in their team of experienced professionals, including long-tenured advisors such as Blaine Werner, Margo Werner, and Holly Matus, who bring a wealth of knowledge and expertise to the firm.
Overall, 44 Wealth Management LLC distinguishes itself through personalized attention, a commitment to client success, and a comprehensive range of financial services designed to help individuals and high net worth clients navigate the complexities of wealth management.