U.S. Trust

Buckingham Strategic Wealth in Portland, Oregon, offers holistic wealth management and advanced planning solutions through advisor relationships built on personal trust and integrity. Serving a diverse clientele including executives, professionals, business owners, retirees, and more, their team takes the time to understand each client's unique objectives, providing proactive and comprehensive wealth management services. With a blend of specialized technical skills and personalized service, Buckingham Strategic Wealth's Portland team, formerly Confluence Wealth Management, has been trusted advisors in the area since 2011. Clients benefit from a disciplined, academically based investment experience, tailored to help them capitalize on opportunities, navigate financial challenges, and achieve their goals.Generated from the website

Located in the charming town of West Linn, Oregon, Edward Jones Investments stands out as a dedicated financial services firm catering to the diverse needs of individuals, families, and small businesses. Specializing in personalized guidance, they focus on creating tailored solutions for investment management, retirement planning, estate planning, and education savings programs. With a widespread network of knowledgeable financial advisors, Edward Jones prides itself on fostering robust advisor-client relationships, offering consultations and continuous support to help clients navigate the complexities of financial planning through life's various stages. At Edward Jones Investments, the emphasis lies on individualized client care and the development of customized strategies that go beyond generic, one-size-fits-all approaches. By prioritizing thoughtful planning over transactional experiences, they ensure that a wide range of investors can access the benefits of strategic financial management. Whether you're seeking comprehensive retirement planning or personalized investment solutions, Edward Jones in West Linn, OR, is committed to providing accessible and tailored financial services that align with your unique goals and aspirations. Generated using this brand's available information

Located in Portland, Ore., Morgan Stanley Smith Barney is one of the leading companies in the world specializing in wealth management. The company offers a wide range of products and services, such as brokerage and investment advisory services, financial as well as wealth planning, credit and lending, cash management, annuities, insurance, retirement and trust. Morgan Stanley Smith Barney caters to the needs of individuals, businesses and institutions. The company serves more than 550 corporate clients.