Mt. Hood Investment Group - UBS Financial Services Inc.

Mt. Hood Investment Group, located in Lake Oswego, OR, is a team of dedicated Financial Advisors committed to providing quality strategies customized to clients' needs. With a focus on long-term relationships and a commitment to quality client service, they offer wealth advice for short-term needs, longer-term goals, and multi-generational planning. Led by experienced professionals, including Keith W. Sheppard, CFA, Curtis B. Spiteri, and Shelley D. Rickman, the team offers expertise in portfolio management, retirement planning, estate planning, and more.

With industry recognition from Barron's and Forbes, the Mt. Hood Investment Group is known for its knowledgeable perspective, good judgment, and broad experience in the financial services industry. They aim to be clients' primary source of financial advice, helping them navigate the complexity of today's markets and seize opportunities for financial growth and security. Located at 760 SW 9th Street Suite 2450 in Portland, OR, the team is dedicated to providing personalized financial solutions to individuals, families, business owners, and corporate executives.

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