Schlendorf Investment Group - UBS Financial Services Inc.

Edward Ted Ferguson, CFP is a Senior Vice President Wealth Management at UBS Financial Services Inc. in Lake Oswego, OR. With over 30 years of financial services experience, he provides fee-based professional investment management services, focusing on stocks, bonds, exchange-traded funds, and mutual funds. Edward's expertise lies in implementing investment strategies to help clients grow and preserve their assets, enabling them to achieve their goals and meet their retirement income needs. Backed by the strength of UBS, a global leader in wealth management with $5 trillion in invested assets globally, Edward Ted Ferguson, CFP offers insight-based advice to clients. He listens and understands their priorities and concerns, working together to create a comprehensive financial plan that aligns with their vision for the future. Edward's commitment to excellence and his extensive experience make him a trusted partner in managing wealth and turning financial visions into realities.Generated from the website

David A. Lachowski, CRPS, ChFC, is a Vice President of Wealth Management and Senior Retirement Plan Consultant at UBS Financial Services Inc. in Lake Oswego, OR. With over 15 years of experience in the software and high-tech industries, he offers a keen perspective on the challenges faced by business owners, entrepreneurs, and executives, leveraging a disciplined wealth management process tailored to each client's needs. His approach emphasizes clear communication and education for clients regarding their qualified retirement plans. David holds a Bachelor of Science in Economics from Oregon State University and is committed to helping clients define their priorities and pursue their financial goals through a structured planning process that encompasses liquidity, longevity, and legacy strategies. Generated from the website

Heritage Wealth Management, a division of UBS Financial Services Inc., is dedicated to a multigenerational approach to wealth management, with a team that spans five generations. Based in Lake Oswego, Oregon, and Charleston, South Carolina, they focus on providing tailored financial strategies that align with clients' values and long-term goals. With over $2 billion in assets under management and a collective experience of 170 years, Heritage Wealth Management emphasizes building long-term relationships through quality client service. Their team includes experienced professionals who specialize in various aspects of financial planning, including retirement, education funding, and estate planning. Generated from the website