Sherpa Wealth Strategies Financial Planner in Bend, Oregon

Financial Services.

Sherpa Wealth Strategies offers a wide range of financial services including comprehensive financial planning, asset management, sustainable investing, retirement planning, social security planning, and insurance & annuities.

Financial Planning

At Sherpa Wealth Strategies, we use a comprehensive process to help you clarify your goals and design a financial 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.

Asset Management/Investment Planning

We seek first 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 portfolio that puts you on a solid path.

Retirement & IRA Planning

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.

Insurance and Annuities

No financial plan is complete without a thorough analysis of your need to protect your family’s financial future. We’ll assess your current risks and recommend appropriate options.

Social Security Planning

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.

Sustainable Investing & Asset Management

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.

Financial Planning

At Sherpa Wealth Strategies, we use a comprehensive process to help you clarify your goals and design a financial 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.

Asset Management & Investment Planning

We seek first 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 portfolio that puts you on a solid path.

Retirement & IRA Planning

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.

Insurance and Annuities

No financial plan is complete without a thorough analysis of your need to protect your family’s financial future. We’ll assess your current risks and recommend appropriate options.

Social Security Planning

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.

Sustainable Investing & Asset Management

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.

For everything from financial planning to insurance – we’re here to help.

Contact
Information.

  (541) 633-7728

   (541) 633-7759

   info@sherpawealthstrategies.com

   444 NE Norton Ave. #101, Bend OR 97701

   Facebook         Youtube

Let's discuss your financial future.

Let's discuss your financial future.

Contact Information.

  (541) 633-7728

   (541) 633-7759

   info@sherpawealthstrategies.com

   444 NE Norton Ave. #101, Bend OR 97701

   Facebook         Youtube

Learn from our advisors.