Loading, Please Wait...

Our Services

  • Chasen Kaminsky

#101 444 NE Norton Ave, Bend, OR 97701

Investing - Sherpa Wealth Strategies

  • Investment Planning

    Our financial advisors first seek to understand your goals, values, earning capacity, time horizon and risk tolerance. Then we look at your entire financial picture – including outside assets like stock options or real estate – and design a tax-efficient investment portfolio that puts you on a solid path.

  • Sustainable Investing

    Building a sustainable investment portfolio – also known as SRI (Socially Responsible Investing) using ESG (Environmental, Social and Governance) criteria – is a proactive way to support companies making a positive societal impact while generating competitive long-term financial returns.

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