Chen & Associates Wealth Management, LLC

Willamette Cascade Wealth Management, located in Lake Oswego, OR, is dedicated to providing personalized financial solutions that combine the extensive resources of Wells Fargo Advisors with a boutique level of service. The firm specializes in navigating complex financial needs for high-net-worth clients, working collaboratively with attorneys, accountants, and families to develop tailored strategies. Committed to treating clients like family, Willamette Cascade Wealth Management emphasizes ethical wealth management and focuses on the best interests of its clients. Their comprehensive range of services includes retirement and estate planning, investment products, and ongoing market insights to aid clients in achieving their financial goals. Generated from the website

This is a local sales office for Principal Financial Group. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that will help you reach your financial goals.

As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future. The testimonial(s) provided may not be representative of the experience of other clients and [is/are] not indicative of future performance or success.