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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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2020 BY WEALTHFACTOR - All Rights Reserved 

*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 personalized and as such should not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular investment strategy. WealthFactor is licensed with the State of Oregon and will seek proper licensing or exemption from licensing before conducting business in any state.  ADV Disclosure documents available upon request.  Click here for additional disclosures.  Click here for definitions.