Financial guidance and wealth management
for long-term financial security
Financial Planning and Wealth Management
REGISTERED INVESTMENT ADVISER
Savage and Company Wealth Management, LLC is a Registered Investment Adviser (RIA) licensed in the states of Oregon and California. We also conduct business in other states, ensuring first that we are in compliance with all necessary state laws regarding licensing and exemptions.
INDEPENDENT & FEE ONLY
CERTIFIED FINANCIAL PLANNER
The firm is independently owned and operated and not associated with any Wall Street companies. We accept no commissions of any kind on the sale of investment products. We are paid only by you, our clients.
Our Pledge to You
WE PUT YOU FIRST
As a Registered Investment Adviser (RIA), we operate in a fiduciary capacity, meaning that we are legally bound to place the interests of our clients ahead of our own.
THE HIGHEST STANDARDS
When it comes to your financial future, you can’t just leave it to anyone. But when you choose a Certified Financial Planner™ Professional you’ll know you’re in good hands. That’s because every CFP® pro is thoroughly vetted to uphold the highest standards of education, experience and ethics. It’s confidence and peace of mind you can’t get anywhere else.
DAVID SAVAGE, CFP®, Principal
(photo: Beatrice Jacobs)