Sherpa Wealth Strategies Financial Planner in Bend, Oregon

Sherpa Wealth Strategies –
comprehensive financial advisor in Bend, Oregon

Sherpa Wealth Strategies – comprehensive financial advisor in Bend, Oregon

At Sherpa Wealth Strategies, we use a comprehensive financial planning process to help you clarify your goals and design a personalized plan around them. We believe financial planning is more than just numbers and investing. A financial plan should reflect your values, your goals and your legacy.

Your retirement account may be your largest financial asset. Retirement planning is all about coordinating your various income streams – IRAs, Social Security, pensions, annuities, rental or business income – into a tax-efficient plan that helps you retire with confidence.

Our financial advisors first seek to understand your goals, values, earning capacity, time horizon and risk tolerance. Then we look at your entire financial picture – including outside assets like stock options or real estate – and design a tax-efficient investment portfolio that puts you on a solid path.

No financial plan is complete without a thorough analysis of your need to protect your family’s financial future. Our financial advisors will assess your current risks and recommend appropriate options for life insurance and annuities.

For many retirees, the single most important choice they face is when to start taking Social Security benefits. We make it our mission to help you make the most of your Social Security benefits.

Building a sustainable investment portfolio – also known as SRI (Socially Responsible Investing) using ESG (Environmental, Social and Governance) criteria – is a proactive way to support companies making a positive societal impact while generating competitive long-term financial returns.

Striving to help you reach the peak of your long-term financial success.

At Sherpa Wealth Strategies, we make it our mission to truly understand our clients and develop deep, personal relationships with them. Our financial advisors dig deep into your goals, your current financial situation and your risk tolerance. We discuss your values and the impact you want to have on the world. We explore how you can align your financial and investment plans to support the people and causes you care about. Then, we design a comprehensive financial plan – putting you on the path towards achieving all your financial goals and reaching the peak of life satisfaction.

We serve individuals and businesses in all areas of financial services, including:

 

Our financial advisors in Bend, Oregon have over two decades of experience creating customized programs that are designed to help you work toward growing and conserving your wealth by delivering an unprecedented level of personalized service.

Our financial advisors in Bend, Oregon have over two decades of experience creating customized programs that are designed to help you work toward growing and conserving your wealth by delivering an unprecedented level of personalized service.

Success

Whom We Serve

Sherpa Wealth Strategies Financial Advising in Bend Oregon

Doctors, Dentists, & Healthcare Professionals

We know that the financial trajectory for doctors and dentists is different. By the time you complete your residency, you may have a young family, substantial debt and a lot of deferred gratification. The decisions you make in those first few years of practice can set you on a path to long-term wealth – or not. Our financial planners have built a specialty in helping doctors and dentists like you navigate your complicated financial life.

Sherpa Wealth Strategies Financial Advising for Business Owners and Entrepreneurs in Bend Oregon

Entrepreneurs

As an entrepreneur, you truly are a different breed. You’ve left behind the time-and-effort economy and only make money when you’ve created value for somebody else. It’s not always easy when you’re trying to stock inventory, make capital improvements and fund payroll. But the rewards – in time freedom and financial freedom – can be immense. Our financial advisors specialize in helping entrepreneurs like you harvest the profits from your business with the goal of providing you and your family with true financial independence.

Retirement Planning by Sherpa Wealth Strategies

Pre-Retirees & Retirees

Even if you’ve worked and saved all your life, it may be overwhelming to figure out how to organize your assets to provide a lifetime of income in retirement. How do you make the most of your pension, your savings, your investments and your Social Security? What’s the most tax-efficient way to take your income? How does the sale of your business fit into the picture? Will you have enough to cover medical or long-term care expenses? How can you help your children and grandchildren without endangering your own financial security? Since 2001, our financial advisors have been helping clients put the pieces of the puzzle together.

Financial advising in Bend, Oregon by Sherpa Wealth Strategies

Busy Families

Young families face many competing demands on their time, energy and money. Which comes first, saving for retirement or saving for college? How much life insurance do you need? How can you best take advantage of your retirement plan at work? Our financial planners have been helping young families long enough to see the toddlers we started college savings plans for head off to university. We aim to help you make it all work, too.

Whom We Serve

Sherpa Wealth Strategies Financial Advising in Bend Oregon

Doctors, Dentists, & Healthcare Professionals

We know that the financial trajectory for doctors and dentists is different. By the time you complete your residency, you may have a young family, substantial debt and a lot of deferred gratification. The decisions you make in those first few years of practice can set you on a path to long-term wealth – or not. We’ve built a specialty in helping doctors and dentists like you navigate your complicated financial life.

Investment Planning by Sherpa Wealth Strategies

Entrepreneurs

As an entrepreneur, you truly are a different breed. You’ve left behind the time-and-effort economy and only make money when you’ve created value for somebody else. It’s not always easy when you’re trying to stock inventory, make capital improvements and fund payroll. But the rewards – in time freedom and financial freedom – can be immense. Our financial advisors specialize in helping entrepreneurs like you harvest the profits from your business with the goal of providing you and your family with true financial independence.

Sherpa Wealth Strategies Retirement/IRA Planning in Bend Oregon

Pre-Retirees & Retirees

Even if you’ve worked and saved all your life, it may be overwhelming to figure out how to organize your assets to provide a lifetime of income in retirement. How do you make the most of your pension, your savings, your investments and your Social Security? What’s the most tax-efficient way to take your income? How does the sale of your business fit into the picture? Will you have enough to cover medical or long-term care expenses? How can you help your children and grandchildren without endangering your own financial security? Since 2001, our financial advisors have been helping clients put the pieces of the puzzle together.

Financial advisors Bend, Oregon by Sherpa Wealth Strategies

Busy Families

Young families face many competing demands on their time, energy and money. Which comes first, saving for retirement or saving for college? How much life insurance do you need? How can you best take advantage of your retirement plan at work? Our financial planners have been helping young families long enough to see the toddlers we started college savings plans for head off to university. We aim to help you make it all work, too.

With you every step of the way.

When British explorers first made serious attempts to climb Mt. Everest in 1921, they mounted lavishly-outfitted and well-funded expeditions. For 32 years, they made repeated assaults on the summit. Each ended in failure, many in disaster.

Gradually the British learned to trust the hardy local guides and porters known as Sherpas. And it was a Sherpa, Tenzing Norgay, who accompanied Sir Edmund Hillary to the summit of Mt. Everest on May 29, 1953. It was Tenzing’s seventh attempt to climb the mountain. Hillary credited Tenzing for the success of the climb, and with saving his life along the way.

Since then, Sherpas have been an indispensable part of every successful attempt to climb Mt. Everest.

Sherpa Wealth Strategies was created with one purpose:
To help our clients climb the summits in their own lives. And like the Sherpas of the Himalayas, we’re with you every step of the way.

Sherpa Wealth Strategies was created with one purpose:

To help our clients climb the summits in their own lives. And like the Sherpas of the Himalayas, we’re with you every step of the way.

Every Step

Ready to start your Financial Empowerment Journey?

Register for FREE access to our Financial Empowerment Webinar. We’ll help put you on a path toward achieving all your financial goals.

In this webinar, we start your Financial Empowerment Journey by teaching you how to:

  • Set financial goals – the right way
  • Create your net worth statement and why it’s important
  • Build a tax-advantaged investment plan
  • Protect your assets with the right amount of insurance
  • Plan for your child’s education
  • Create an estate plan that protects your financial legacy
  • And much more…

We’re happy to answer any of your questions. If you have any, we encourage you to contact our financial advisors in Bend, Oregon.

Learn from our advisors.