Cascade Wealth Management-Financial Planners

Pacific Ridge Capital Partners is a financial services firm located in Lake Oswego, Oregon, specializing in investment strategies and capital management. The firm is committed to community involvement and adheres to a comprehensive Environmental, Social, and Governance (ESG) policy. With a focus on diversity and inclusion, Pacific Ridge Capital Partners aims to foster a collaborative environment that enhances its investment approach. The team is dedicated to delivering exceptional client service and innovative financial solutions. Generated from the website

Oswego Crest Financial Group, LLC is an independent firm offering access to financial planning services and investment mangement. We are committed to being independent in our thinking and completely objective in our advice. Unencumbered by the conflicting interests of traditional Wall Street firms, Oswego Crest is dedicated to delivering a unique client experience that focuses on you.

James Parker - UBS Financial Services Inc. is a reputable wealth management firm located in Lake Oswego, OR. With nearly 30 years of experience in the financial industry, James Parker has built a successful practice by combining global financial insight with main street values. He emphasizes the importance of creating a plan before investing and regularly revisiting that plan to ensure clients are on the right track towards their financial goals. Backed by the strength of UBS, a world-leading wealth manager with $5 trillion in invested assets globally, James Parker and his team provide insight-based advice to help clients confidently pursue their life goals. They prioritize understanding each client's priorities and concerns, working together to look at the big picture and discuss their vision for the future. With a focus on liquidity management and a commitment to excellence, James Parker - UBS Financial Services Inc. offers finely crafted financial advice tailored to what matters most to their clients.Generated from the website