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Retirement Income & Distribution Planning Financial Planning Guided by Your Goals Social Security Planning Investment Planning & Asset Managment IRA Planning Insurance & Annuities

WITH YOU EVERY STEP OF THE WAY

Sherpa Wealth Strategies, LLC, offers comprehensive financial planning and investment management services for our clients. As the most respected financial advisory firm in Bend, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial future, we have done our job.

From growing your wealth to planning for your family’s future, Sherpa Wealth Strategies, LLC is Oregon's preeminent investment advisor.

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WHAT WE DO

FINANCIAL PLANNING

We collaborate with you to pursue your financial goals in a way that aligns with your most important values.

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INVESTMENT PLANNING

We help you construct an investment portfolio to work toward the goals that are important to you.

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IRA
PLANNING

Your retirement account may be your largest financial asset. We give you expert advice.

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RETIREMENT
PLANNING

Retirement planning is all about coordinating your various streams of cash flow. We help you come up with a solid, tax-efficient plan.

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WHOM WE SERVE

DOCTORS & DENTISTS

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 physicians and dentists like you navigate your complicated financial life.

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. We specialize in helping entrepreneurs like you harvest the profits from your business with the goal of providing you and your family with true financial indepencence. 

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 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, we've been helping clients put the pieces of the puzzle together.

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? We've 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.

MEET OUR TEAM

STRIVING TO HELP YOU IMPROVE YOUR LONG-TERM FINANCIAL SUCCESS

Sherpa Wealth Strategies, LLC is a comprehensive financial services firm committed to helping you pursue your long-term financial success. Our customized programs are designed with the goal to grow and conserve your wealth by delivering an unprecedented level of personalized service. 

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

  • Insurance and annuities
  • Retirement income and distribution planning
  • Social Security planning
  • Investment planning
  • Financial Planning

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to call us at 541-633-7728 or fill out the contact form below. We look forward to hearing from you.

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