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

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...

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...

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...

WealthFactor is a boutique investment adviser.

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...