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.” 
DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This website is neither a solicitation nor an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe to be reliable.  However, we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are any indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

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.


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Custom designed Wealth Management portfolios to accomplish your goals.

We believe there is more to life than compiling wealth
Our approach is holistic. We see money as only one tool to help you meet your goals. The portfolio we develop for you will take all your goals into account.

You get a portfolio that is unique to you.


It is yours and yours alone. Our structured process ascertains your goals and investment objectives. We identify acceptable investments, build a custom portfolio and agree on a review process that allows us to monitor your investments making adjustments as necessary based on your criteria.

Our tax expertise means a more efficient portfolio design for you.

Your goals are matched to tax-efficient strategies for both contributions and distributions. Our approach is the same for individuals, families, partners, foundations and charitable organizations.

Learn how to keep more of your wealth.

Assure that your retirement funds and your “social capital” is put to work the way you want it to be. Call today for a FREE one hour appointment.