Wealth Management Bend, ORNavigation
We're committed to a personal service paradigm that will make you say, “I didn’t know it could be this way!”
Don’t put off estate planning because everything seems so complicated and perplexing. We help make it straightforward and easy to understand.
To us, wealth management is all about a disciplined, attentive approach to implementing a variety of investment strategies to realize your goals.
Strassman & Assoc. provides independent Investment Management, Retirement Planning, Financial Planning and Wealth Management to individuals and families in Oregon and the Pacific Northwest. Located in Bend, Oregon, our Certified Financial Planners are proudly affiliated with LPL Financial, one of the leading organizations of independent financial advisors.
The financial professionals at Strassman & Assoc. provide fee-based financial planning, estate planning, asset allocation and brokerage services. As fee-based financial advisors, we put our clients’ interests and success above all else. Our independent financial planners can craft the right investment strategy for a variety of financial need including asset allocation, IRA rollovers, retirement accounts, estate planning and general financial planning.
Our fee-based approach to wealth management means implementing investment strategies that incorporates financial planning, investment portfolio management and oversight of a number of aggregated financial services.
As fee-based financial planners we base our recommendation on carefully considered financial models. As your trusted advisors we are committed to personal service and share your desire for carefully considered, conservative and easily understood approaches to wealth management and investment strategies.
Our asset management philosophy is based on developing life-long partnerships with our clients. We stress personal relationships that foster a deep connection with you that enable us to fully understand your concerns, motivations and goals. We want to be able to transmit greater satisfaction and confidence to our investment planning clients regardless of market conditions and economic cycles.
LPL Financial provides unbiased research, leading-edge technology, training and non-proprietary products to independent financial advisors and financial institutions, positioning them as the premier providers of investment advice and services. LPL Financial advisers help their clients pursue their investment goals through a complete array of financial services including equities, bonds, mutual funds, annuities, insurance, fee-based programs, financial planning and trust services. Unlike many other brokerage firms, LPL Financial does not develop its own investment products, enabling the firm’s professionals to offer truly objective financial advice. Strassman & Assoc. believes that as independent investment advisors we can best serve the diverse needs of our client by allying ourselves with the number one independent broker/dealer in the nation.
Estate planning often seems overwhelming, but it is one of the most important foundations of your overall financial plan. Wills, trusts, beneficiary designations, powers of appointment, property ownership, gifts, powers of attorney can appear complicated and anxiety-provoking. At Strassman & Assoc., we feel it is one of our most important jobs to simplify the process and reduce the worry. Through careful, knowledgeable planning, we can help to reduce uncertainties over the administration of probate and maximize the value of your estate by reducing taxes and other expenses.
One of the greatest benefits of independent investing is the knowledge that you have planned to provide a retirement income that sustains your lifestyle. As CFPs (Certified Financial Planners), we believe in taking the long view, looking beyond short-term opportunities to create the best investment strategy for long-term appreciation and stability. Our fee-based financial planning approach allows us to personalize a program that meets your unique needs, desires and aspirations for your retirement. Our investment approach is based on your personal goals, not a one-size-fits-all solution.