Personalized Investment Growth Strategies
We know every person or small business is unique. So, why have “off the rack” investments? Discover more about “custom fit” portfolio construction with a Certified Fund Specialist (CFS®).
525 3rd Street, Suite 241, Lake Oswego, OR 97034
"Financial Planning Designed to Hit the Mark"
“I have worked with Travis for a dozen years and been very pleased with the quality of professionalism I have received. He is very knowledgeable about the investment products they offer. Whenever I have questioned him on the performance of my portfolio or new investments, he always is quick to respond. I would highly recommend him.”
Marge
“Damon has been a huge help for us as we recently navigated the many issues associated with entering retirement. We have appreciated his guidance and frequent check-ins throughout this process. Thanks again for all of your guidance.”
John
“Planning for retirement felt too complicated and out of reach for us. Travis and team have made the process simple and they’ve educated us along the way so that we feel empowered and confident in our decision making. Travis has taken the time to understand our current circumstances so that our financial health is aligned to our lifestyle today and down the line.”
Andre & Jamie
“Damon Winter has been my wealth manager for the past 20 years. There is nobody else I would trust with my future retirement and asset management. I don't hesitate to recommend Damon to any friends or family looking to get a fantastic financial management plan in place.”
Keely
“Damon Winter and I have been doing business together for many years and he has always been very professional and has helped me and my wife become financially independent in our retirement. I would do it all over again.”
Ronald
"I had reached out to some financial planners and no one would work with me because I didn't "have enough money". I had met Damon when he purchased a home and when I reached out to him at a later date, he was willing to work with me even on a small investment every month. He cares about the little people also. I had a change in my life and switched my 401K over to him, so because he was caring enough, he then did get a bigger investment from me. He is great about making sure I understand what is going on and why he recommended the investments he did. I have referred a friend to him and she is also very happy. Thank you for caring."
Linda
We know every person or small business is unique. So, why have “off the rack” investments? Discover more about “custom fit” portfolio construction with a Certified Fund Specialist (CFS®).
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