Lake Oswego Wealth Strategies

Lake Oswego Wealth Strategies Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Lake Oswego Wealth Strategies, Financial service, 5885 Meadows Road 850, Lake Oswego, OR.

Trying to squeeze in one last getaway before back‑to‑school chaos? Before you book, try these cost‑smart moves.
08/18/2026

Trying to squeeze in one last getaway before back‑to‑school chaos? Before you book, try these cost‑smart moves.

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access...
08/12/2026

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, we can connect you with trusted legal professionals in our community.

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School’s out and summer is in full swing. With a few extra expenses — from meals to activities and camps — it helps to ...
07/09/2026

School’s out and summer is in full swing. With a few extra expenses — from meals to activities and camps — it helps to check in on spending. Here are some simple ways to manage summer costs, and we're here for support whenever you need it.

Let freedom ring! Happy Independence Day to all my fellow Americans.
07/04/2026

Let freedom ring! Happy Independence Day to all my fellow Americans.

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!
06/21/2026

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!

Book a mid-year review to ensure your financial plan still reflects your priorities. We’ll revisit protection, savings, ...
06/18/2026

Book a mid-year review to ensure your financial plan still reflects your priorities. We’ll revisit protection, savings, retirement contributions, and ways for you to balance growth with stability.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/10/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed c...
06/09/2026

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed cash value growth over time—working alongside your savings to support a more resilient financial foundation. Let’s discuss how this protection can support your long‑term financial strategy.

We are excited to announce that Nathan Price has received the 2026 Five Star Wealth Manager Award by Five Star Professio...
05/28/2026

We are excited to announce that Nathan Price has received the 2026 Five Star Wealth Manager Award by Five Star Professional! 🏆

He has earned this title for the sixth year in a row. Outstanding job, Nathan! 👏

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.
05/25/2026

Today we honor the courage and sacrifice of those who served. Wishing you a meaningful Memorial Day.

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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