Lake Oswego,OR

The advisors at our branch can provide financial strategies based on years of combined wealth management experience. We believe our role extends beyond just wealth planning advice and guidance. By leveraging the extensive, global resources of Merrill, our advisors can assist with retirement income planning, managing concentrated stock positions, traditional investments and wealth transfer planning. Additionally, we can collaborate with your outside professionals, including your accountants and tax attorneys, as necessary, to help ensure an integrated wealth management approach.