Services
Our services include Wealth Accumulation Planning, Retirement Planning, Estate Planning, Portfolio Development and Maintenance, Individual Accounts, Trusts and accounts for Minors.
Estate Planning
Nobody understands or knows what their belongings mean more than the owner of said belongings, so why leave it to an outsider to decide what you wanted to do with everything you worked so hard for, so long to hold on to, and the honor of calling your own.
Retirement Planning
It's important to have a good retirement plan set for the future so that you're not left worrying about how to make ends meet in your golden days. It will be hard to relax and enjoy retirement if you're on a fixed income and forced to work or agonize over every little thing that you might want to buy. A good retirement plan can take the stress out of your golden days.
Portfolio Development & Maintenance
To secure consistent financial security for years ahead, building and managing a secure financial portfolio is the course to sail. To keep portfolio's pace with goals for retirement, emergency funds, and adventure—monitoring is financial serenity.
Trust Your Local Financial Advisor to Safeguard Your Legacy and Wealth Management!
One crucial aspect often overlooked in the journey toward a secure retirement is estate planning. Estate planning is not only about efficiently distributing assets after one passes. It is also about safeguarding your legacy and the prosperity of your loved ones. The process behind estate planning is mainly composed of wills, competent trusts, beneficiary designations, and legacy planning, which can be achieved by your best financial advisor in Oregon, Pacific Crest Wealth Management,
Wills are the building blocks of estate planning, providing instructions concerning the allocation of assets and naming whom to guard minor kids if the inevitable happens. Pacific Crest Wealth Management does more than the basics. Our certified top financial advisor in Oregon collaborates with clients to craft tailored estate plans.. One of the important components is trust which is characterized by more precise details about transfer of wealth, protection from probate processes, and the ability to keep the confidentiality of the transfer process.
In addition, designations of beneficiaries on accounts like retirement planning and life insurance are frequently forgotten with regard to estate planning. We at Pacific Crest Wealth believe that going through the designation of beneficiaries frequently and updating them if needed is the best way to ensure that they comply with the current will of the property owner.
Pacific Crest Wealth Management isn't just your best financial advisor in Oregon. We are your partner that protect your legacy and assure that your family is catered for. Contact us today to begin crafting a personalized estate plan.
Maximize Your Wealth With Expert Financial Advisor Medford Locals Recommend
Pacific Crest Wealth Management takes you on a path to financial victory with proper asset allocation. Asset allocation refers to the suitable distribution of one's financial resources across a diverse portfolio comprising equities, bonds, alternative investments, and other asset classes With the help of our certified financial advisor Medford team, it's not just about investing your money into different baskets but rather laying down a personalized roadmap that does not conflict with your individual risk tolerance and financial objectives.
Proper asset allocation should function as a steering wheel, keeping you on course during stock market swings and economic downturns. Through the strategic alignment of your portfolios that perfectly fit your risk affordability and investment timeline, Pacific Crest Wealth Management gives you the confidence to remain stable even in the turbulent times of financial markets. Our experienced professionals, through diversification and risk mitigation strategies, design portfolio development & maintenance that ensure the best returns with minimal or no risks. This provides you with confidence as you navigate the road of investment.
Correct asset allocation is also about more than just protecting your wealth - it is also concerned with achieving growth. By diversifying your investments among different asset classes, you have a chance to exploit growth opportunities concurrently and reduce the bad effects of market crashes. Our team will help you to utilize the most up-to-date wealth accumulation planning strategies to increase the efficiency of your asset utilization, with the aim of compounding and gaining long-term wealth. Regardless of your final goal, be it a peaceful retirement or a dream vacation home, we are armed with customized asset allocation plans to help you arrive at your destination faster and in a more paved way.
Let's go on a journey to understand investments and how our financial advisor Medford team can lead you to a successful future. Talk to Pacific Crest Wealth Management now to discover the way our customized asset allocation techniques will direct you to wealth.
Aiming for the peak, every time, just like the Pacific Crest Trail.
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O’Connell Investment & Insurance Services, LLC is a registered investment advisor located in Oregon. O’Connell Investment & Insurance Services, LLC and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which O’Connell Investment & Insurance Services, LLC maintains clients. O’Connell Investment & Insurance Services, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. O’Connell Investment & Insurance Services, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of O’Connell Investment & Insurance Services, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as O’Connell Investment & Insurance Services, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by O’Connell Investment & Insurance Services, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of O’Connell Investment & Insurance Services, LLC, please contact the SEC or the state securities regulators for those states in which O’Connell Investment & Insurance Services, LLC maintains a filing. A copy of O’Connell Investment & Insurance Services, LLC’s current written disclosure statement discussing O’Connell Investment & Insurance Services, LLC’s business operations, service, and fees is available from O’Connell Investment & Insurance Services, LLC upon written request. O’Connell Investment & Insurance Services, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pacific Crest Wealth Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.