Most financial planners are interested in

assets under management.

We help get your goals under management.

Lake Oswego 503 699-9200

Toll Free 888 699-9201

Investment advisory services are offered through WBH Financial Services, LLC (“WBH”) an investment advisor registered with the State of Oregon.  Such services are only provided where WBH is properly registered or exempt from registration and after clients have entered into an Investment Advisory Agreement confirming the terms of the advisor client engagement and have been provided a copy of WBH’s ADV Part 2A brochure document.” 
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ROTH IRA Conversions – Should You or Not?

We will:

  • Identify what a traditional IRA is.  
  • Identify what a ROTH IRA is.  
  • Explain how they differ from one another.  
  • Learn some of the non-retirement uses of both.  
  • Review advantages and disadvantages of both for retirement distribution
  • Consider advantages and disadvantages of both for estate planning such as passing retirement plan assets to your heirs.


Call today to schedule Brent to speak to your group.
In the Portland Metro:  503 699-9200
or Toll Free at:  888 699-9201


Lake Oswego 503 699-9200

Toll Free 888 699-9201

Most financial planners are interested in

assets under management.

We help get your goals under management.

Brent Speaks on Roth IRA Conversions