Have you seen our Wealth Management team lately? We’re bigger than you think! Portland Business Journal ranked The Partners Group the 22nd largest money management firm in Oregon and SW Washington.
John Woolley, Managing Director of Wealth Management said, “While it’s great to be climbing our way up this list, it’s especially gratifying to see clients making the choice to be served by a local, independent team of trusted advisors. We’ve worked hard to make sure our clients remain at the center of all we do.”
Since we’re a multifaceted company, we bring a wide lens and depth of perspectives to wealth management. We use a team approach and user-friendly technology to build a broad range of custom strategies that recognize the wealth needs of the entire household.
“I think our growth reflects the value clients place on having a team that works together on their behalf in so many important areas of their lives,” added Woolley. “Planning, investments, protection, benefits, and retirement all have to come together for each client’s unique situation, and I think they get a real sense of comfort knowing we are serving them well on it all.”
For a local, independent perspective on your wealth management needs, contact our team, or visit our website for more information.