Skip to main content

Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
Desk with phone and laptop

Helping Clients Succeed Financially

It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. We can help you start planning now for the future. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.

Couple reviewing information on tablet

Videos

Watch our videos on a variety of topics that illustrate key financial concepts and current events.

Videos
A building at sunset

Wells Fargo About Money Podcast

Listen to Wells Fargo About Money featuring Michael Liersch. In season one, hear about the tough conversations that people may need to have about money. Wells Fargo About Money is a new podcast series presented by Wells Fargo. By understanding our money behaviors, we all have the opportunity to make better money decisions.

Listen now
stocks and stats

Newsletters

Review our financial newsletters for helpful information on a wide variety of financial topics.

Newsletters

Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.

Our Location

500 Liberty St. SE
Suite # 10
Salem, OR 97301
Local Phone: (503) 581-5353
Toll-Free Phone: (800) 523-1031
Fax: (503) 371-0770
[email protected]
Best Time to Call:
Topics I’d like to discuss with you: (Check all that apply)

Leave this empty:

Success! Thank you for contacting us, we will be in touch.