Lake Oswego Wealth Strategies

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Here’s to new beginnings and continued growth in the year ahead. Happy New Year!
01/01/2026

Here’s to new beginnings and continued growth in the year ahead. Happy New Year!

If you have a break before the New Year, start checking things off your estate planning to-do list. Then let’s connect.
12/26/2025

If you have a break before the New Year, start checking things off your estate planning to-do list. Then let’s connect.

Warmest thoughts and best wishes for a Christmas that's merry and bright.
12/25/2025

Warmest thoughts and best wishes for a Christmas that's merry and bright.

Wishing you a bright and joyful Hanukkah filled with light, love, and meaningful moments.
12/15/2025

Wishing you a bright and joyful Hanukkah filled with light, love, and meaningful moments.

If you’re stressed about spending during the holidays, you’re not alone. Here are a few tips to help you stay out of deb...
12/04/2025

If you’re stressed about spending during the holidays, you’re not alone. Here are a few tips to help you stay out of debt this holiday season.

Thanksgiving reminds us of what truly matters — family, health, security, and peace of mind. Wishing you and your loved ...
11/27/2025

Thanksgiving reminds us of what truly matters — family, health, security, and peace of mind. Wishing you and your loved ones a holiday filled with gratitude and abundance.

11/18/2025

If you’re saving for retirement, you’re probably used to seeing the value of your retirement accounts go up and down with the financial markets. Learn how whole life insurance could help you be better prepared for economic downturns during your retirement, then let's connect to find a strategy that's right for you.

https://bit.ly/4pfJoDn

We can be your financial advocate and tailor a solution around your family situation and financial needs. Let’s connect.
11/14/2025

We can be your financial advocate and tailor a solution around your family situation and financial needs. Let’s connect.

We take a moment today to honor the brave commitment of our veterans, who lead and inspire our nation. Your service and ...
11/11/2025

We take a moment today to honor the brave commitment of our veterans, who lead and inspire our nation. Your service and sacrifice are never forgotten.

Embrace the spirit of Halloween. May your day be filled with all the treats and no tricks!
10/31/2025

Embrace the spirit of Halloween. May your day be filled with all the treats and no tricks!

Wishing you a very happy Diwali! As you and your loved ones gather together to light candles and diyas under the new moo...
10/20/2025

Wishing you a very happy Diwali! As you and your loved ones gather together to light candles and diyas under the new moon, we wish you wisdom and light for the year ahead.

Whether it’s deciding on where to apply or how you’ll pay for it, college planning can be stressful. We are here to help...
10/16/2025

Whether it’s deciding on where to apply or how you’ll pay for it, college planning can be stressful. We are here to help — let’s talk through it together.

Address

5885 Meadows Road #Ste 850
Lake Oswego, OR

Opening Hours

Monday 7:30pm - 4:30pm
Tuesday 7:30am - 4:30pm
Wednesday 7:30am - 4:30pm
Thursday 7:30am - 4:30pm
Friday 7:30am - 4:30pm

Telephone

+15035429475

Website

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