Botanical Investment Group

Pacific Coast Investment Advisors, based in Lake Oswego, OR, is an independent Registered Investment Advisor (RIA) that prioritizes fiduciary responsibility, ensuring their clients receive financial advice that is always in their best interest. With over 15 years of experience, their team specializes in personalized wealth management, investment portfolios, and comprehensive financial planning tailored to meet the unique goals of each client. As a Fee-Only advisor, Pacific Coast eliminates conflicts of interest by solely relying on the fees charged for their services, ensuring transparency and independence in their advice. Committed to cultivating strong client relationships, they guide individuals through life's financial challenges while actively managing their investments for long-term success. Generated from the website

Orca Investment Management LLC is a registered investment advisory firm based in Lake Oswego, Oregon. With a team of experienced professionals boasting a combined 140 years of industry expertise, Orca Investment Management aims to provide straightforward investment solutions to individual investors. Their investment approach focuses on stable, long-term returns through a portfolio consisting of individual stocks, bonds, mutual funds, and ETFs. By offering value-added services and personalized attention, Orca Investment Management strives to meet the unique financial needs of their clients. Founded in 2003 by Shawn Willard, Orca Investment Management has grown from a small firm with a handful of clients to a well-established company with two offices and a team of over six investment professionals. The firm's commitment to understanding each client's unique situation is evident in their two-part process, which includes an initial discovery meeting to assess needs and risk tolerance, followed by a thorough review of the client's current portfolio. With a focus on client satisfaction and a dedication to simplifying portfolio management, Orca Investment Management is dedicated to helping clients achieve their investment goals.Generated from the website

Willamette Financial Advisors, located in Lake Oswego, OR, is an independent, fee-based financial advisory firm dedicated to serving individuals, families, and businesses nationwide. With a focus on client-centered relationships, the firm emphasizes a holistic approach to financial planning, investment management, and retirement strategies. Celebrating diversity and transparency, Willamette Financial Advisors aims to provide clarity and confidence in navigating complex financial landscapes. Their commitment to comprehensive advice is driven by a client-first philosophy, establishing trust through active listening, education, and proactive guidance. Generated from the website