The Partners Group is one of the largest independent Registered Investment Advisors in the Northwest. As a fiduciary, we operate with your best interests in mind.
Our Wealth Management team is a trusted source of information and advice for clients, colleagues, and community alike. We will continue to update this library, so add it to your resources.
I’M LEAVING MY EMPLOYER. WHAT’S NEXT?
We’ve created these short videos for plan participants anticipating a change in service. Whether you’re taking a new position, leaving the workforce to begin retirement, or in need of financial planning as you contemplate the future, our TPG consultants can help.
A NEW JOB
Leaving your job for a new one? Think about options for your retirement plan balance.
RETIREMENT
Congratulations on your retirement! Now, what about your finances?
FINANCIAL PLANNING
Wondering if you need financial planning? Here’s a hint: Everyone does.
READY TO CONNECT?
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OUR WEALTH MANAGEMENT EXPERTS
Meet Bob
Bob Noack
Wealth Management Consultant
Bob Noack
Wealth Management Consultant
Bob represents TPG’s Wealth Management division, helping families and companies access our services. For many years, Bob was instrumental in the growth of Columbia Threadneedle, and he expanded his investment expertise while at other investment managers. His University of Oregon MBA and past experience as an executive coach provide him a unique perspective on the issues companies and individuals face with their finances. As Teaching Leader for BSF (an international non-profit), he provides weekly leadership training and public speaking.
Meet Geneva
Geneva Stegemoller
Wealth Management Consultant
Geneva Stegemoller
Wealth Management Consultant
With more than 20 years’ experience in the financial services industry, Geneva knows what is needed to navigate the challenges our clients may encounter as they plan their futures. Geneva loves to develop relationships with successful individuals, families, and business owners looking for a trusted financial partner. Outside the office, Geneva volunteers with several non-profit organizations such as Associated General Contractors, College Possible, and Jesuit High School. Her favorite hobbies are cooking, golf, and exploring the Pacific Northwest.