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Brian K. Stallcop, 
CERTIFIED FINANCIAL PLANNER™ 

19800 Village Office Ct., Ste. 103
Bend, OR 97702
Phone:
  • 541-633-7728
Fax:
  • 541-633-7759

Guided Wealth Portfolios

Digital investment solutions designed to help you reach your financial goals.

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Life in a Box

Life's more complicated now. Watch this video to learn how we can help.

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Calculators

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With You Every Step of the Way

Welcome to

Sherpa Wealth Strategies, LLC

Sherpa Wealth Strategies, LLC is a comprehensive financial services firm committed to helping you improve 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 annuitiesRetirement income and distribution planning 
Social Security planningInvestment planningFinancial 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 email us or call us at 541-633-7728. We look forward to hearing from you.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck