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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 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...

May 15, 2019

A link to an investment professional search tool at the Securities and Exchange Commission.

April 17, 2019

The following graphs shows which types of stocks outperformed others over recent historical periods. Generally growth stocks have outperformed value since 2007; this persisted in the 1st quarter of 2019. At WealthFactor we believe over time Value with outperform grow...

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525 3rd Street, Suite 230

Lake Oswego, Oregon 97034

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