Innovation | Insights | Investing

Thank you to the Lake Oswego Review

This week, WealthFactor was featured in the Lake Oswego Review. We are proud to be a part of the Lake Oswego community! Click here to read the full story WealthFactor is an investment adviser offering customized investment solutions to the Lake Oswego community focused on maximize the probability of successful investment outcomes. *Important Disclosures and Disclaimers: No assurances can be made that WealthFactor will be able to achieve its investment objectives or avoid losses. WealthFactor is a Registered Investment Advisor. The information on this website is not intended as tax or legal advice. The information on this website is intended for residents of Oregon. This information is not in

New Addition to the WealthFactor Team

We are pleased to announce that Jesse Jimerson has joined WealthFactor at the Director level. Jesse will have a broad responsibility set, supporting and enhancing the WealthFactor client experience. Within the investment industry, Jesse spent time with Ferguson Wellman, he has also earned a master’s degree in Finance from the University of Oregon. WealthFactor is a boutique investment adviser offering customized investment solutions to the Lake Oswego community focused on maximize the probability of successful investment outcomes. *Important Disclosures and Disclaimers: No assurances can be made that WealthFactor will be able to achieve its investment objectives or avoid losses. WealthFact

Quarterly Investor Insights

Please join us on Friday October 18th for our Quarterly Investor Insights Lunch. Please RSVP with the following link RSVP for lunch WealthFactor is a boutique investment adviser offering customized investment solutions to the Lake Oswego community focused on maximize the probability of successful investment outcomes. *Important Disclosures and Disclaimers: No assurances can be made that WealthFactor will be able to achieve its investment objectives or avoid losses. WealthFactor is a Registered Investment Advisor. The information on this website is not intended as tax or legal advice. The information on this website is intended for residents of Oregon. This information is not intended to be p

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525 3rd Street, Suite 230

Lake Oswego, Oregon 97034

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