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Wealth Management & Financial Planning in Portland, OR

Contact Us:

Phone: 503.207.4550

Hours: 9am - 5pm, Monday-Friday

5 Centerpointe Dr., Suite 150
Lake Oswego, OR 97035-8695

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Portland’s entrepreneurial spirit makes it a highly desirable city to live, work and start a business. It seems like every day another brewery is opening up its taps, another design studio is showcasing its aesthetic, another brunch spot is serving up delicious avocado toast, and another enterprising millennial is launching a new eCommerce site. The commitment to innovation and growth propelling Portland is shared by WestPac Wealth Partners.

The minds of our Portland financial advisors, insurance professionals, wealth managers, and investment professionals are always percolating, Portland coffee pun intended, with ways to help clients find financial balance. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur.

Westpac Wealth Partners invites you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. We want to keep you on track toward a meaningful and purpose-driven financial future. Our Portland team offers brings uncommon knowledge to the table with focuses on products and services like whole life insurance, disability insurance, retirement services, wealth accumulation services, business planning, and estate planning.

We invite you to check out all the material on our website. If something prompts a question, please give us a call or email us at our office. We would enjoy speaking with you.

Wealth Management Services Offered by WestPac Wealth Partners in Portland

  • Financial Advisor, Consultant
  • Wealth Management
  • Wealth Strategy
  • Life Insurance
  • Retirement Planning
  • Personal Insurance
  • More - Contact us to learn more

Jeff Pawlowski

Jeff Pawlowski, CLU

Managing Partner

Anthony Surataruna

Anthony Surataruna

Financial Representative

Diego Lopes

Diego Lopes

Financial Representative

Johnny Coppedge

Johnny N. Coppedge

Financial Representative

Matthew Tabor

Matthew A. Tabor, JD

Financial Representative

Rachel Novak

Rachel Novak

Financial Advisor

Contact the Portland team

Thank you!