Loading, Please Wait...

Our Services

  • Chasen Kaminsky

#101 444 NE Norton Ave, Bend, OR 97701

Sherpa Wealth Strategies - Introduction

At Sherpa Wealth Strategies, we make it our mission to truly understand our clients and develop deep, personal relationships with them. We dig deep into your goals, your current financial situation and your risk tolerance. We discuss your values and the impact you want to have on the world. We explore how you can align your financial and investment plans to support the people and causes you care about. Then, we design a comprehensive financial plan – putting you on the path towards achieving all your financial goals and reaching the peak of life satisfaction. We serve individuals and businesses in all areas of financial services, including: • Comprehensive Financial Planning • Retirement Planning & Income Distribution Planning • Investment Planning & Asset Management • Sustainable Investing (SRI) • Insurance and Annuities • Social Security Planning

Customer Reviews: 0 Votes / 0 Reviews

  • Be the first to rate.

Contact Details

Contact Us

Fill the form below to contact us -

Manage Your Profile
We Are Diffrent
Is your business listed correctly on America’s largest city directory network of 1,000 portals? Find your City Portal