Your financial plan is prepared and monitored by a Licensed Tax Consultant, Certified Financial Planner(CFP ® ) and a Chartered Financial Consultant (ChFC™). Katie has also completed Wharton's Certified Investment Management Analyst® (CIMA®) Program and Loyola's Certified Merger & Acquisitions Advisory (CMAA®) Program.
Virtual or in-person - Katie can meet with you virtually on-line or at the physical office in McMinnville Oregon. We use various types of communication, financial planning, and document sharing tools to help bring information to you efficiently and securely.
We know that every client is unique. We do not make recommendations without first understanding you. After our discovery meeting, we develop a financial strategy that is tailored just for you, to help you achieve your goals and reach your full financial potential.
Fully Independent Advice:
St Ores Wealth Management is a 100% advisor-owned company. We are fiduciaries for our clients. We work for you! Unlike commission brokers and bank salespeople, our first duty is to our clients. We align our interests with yours and focus on serving you.
Send me a message and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
435 Northeast Evans Street, Mcminnville, Oregon 97128, United States
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: By appointment