Financial planning and Investment management services
Sherpa Wealth Strategies, LLC, offers comprehensive financial planning and investment management services for our clients. As the most respected financial advisory firm in Bend, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial future, we have done our job.
From growing your wealth to planning for your family’s future, Sherpa Wealth Strategies, LLC is Oregon’s preeminent investment advisor.
Sherpa Wealth Strategies was created with one purpose: To help our clients climb the summits in their own lives. And like the Sherpas of the Himalayas, we’re with you every step of the way.
- Financial Planning
- Retirement Income and Distribution Planning
- Investment Planning and Asset Management
- Social Security Planning
- IRA Planning
- Insurance and Annuities