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November 4, 2019

At WealthFactor, our focus is to maximize the probability of successful investment outcomes for our clients by offering low fee, RiskSmart solutions.

October 25, 2019


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...

October 16, 2019

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 Wellm...

October 9, 2019

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 maxim...

September 18, 2019

Many outlets quickly drew sensational parallels to the financial crisis where a similar spike occurred. It’s worth noting that in 2008 the Fed may not have been as prepared and did not react as quickly to financial anomalies as it is now. With equity markets only down...

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525 3rd Street, Suite 230

Lake Oswego, Oregon 97034

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