Welcome to WealthFactor

Advances in financial technology have made it unnecessary to have the layers of people and fees that are common throughout the industry. These layers increase costs which get passed along through high fees. High fees often lead to increased risk taking. This isn’t in an investor’s best interest.

WealthFactor seeks to offer investors a better option.

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 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.


525 3rd Street, Suite 230

Lake Oswego, Oregon 97034

  • LinkedIn
  • Facebook

2020 BY WEALTHFACTOR a Registered Investment Advisor - All Rights Reserved