EGL Wealth Management

07/08/2025

We were recognized by the Portland Monthly!!!

07/01/2025

Thank you to Cindy for the time she gave to EGL Wealth. She will be missed. Wish her luck in her new adventure with Jackson County.

I am pleased to announce that Ceci Robe has taken over for Cindy. Ceci comes to EGL Wealth from Rogue Community Health where she was the director of school based health programs.

05/26/2025

On this Memorial Day, we honor and remember the brave individuals who served our country with courage and dedication. Wishing everyone a peaceful and reflective day.

05/16/2025

Military members and their families face one-of-a-kind challenges, such as deployment to conflict zones, overseas assignments, and the constancy of change, all of which make dedicating time to personal finance a challenge.

05/01/2025

04/14/2025

If you’ve had some setbacks with your savings, the good news is, it’s never too late to take action. From downsizing your home to leveraging catch-up contributions, there are ways to boost your savings and get back on track.

04/14/2025

⛰️Adventurers, gear up! ⛰️

Camping season is here, and it's time to embrace the great outdoors. Whether you're a seasoned camper or planning your first trip, let the fresh air and starry nights complete your next adventure. Where will your tent take you this season?

04/10/2025

Think saving money is impossible right now? Consistency and diversification are key to maximizing long-term growth. Contact our office today to begin exploring your unique options.

04/07/2025

Small habit shifts can lead to real progress. Consider canceling unused subscriptions, cutting back on non-essential expenses, or cooking at home instead of ordering out. Redirect that money toward savings and investments.

04/03/2025

Financial goals typically fall into short-, medium-, and long-term categories. Each requires different investment strategies with varying levels of risk and liquidity. Defining your goals is the first step to building a personalized investment portfolio.