Werner Financial

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696 McVey Ave Ste 101
Lake Oswego, OR 97034
+1 (503) 387-3144
http://wernerfinancialgroup.com

Werner Financial Group, located in Lake Oswego, OR, specializes in helping clients grow and preserve wealth through comprehensive investment management and estate planning services. Their clientele includes companies, individuals, and family trusts, with a focus on guiding clients through all stages of their financial lifecycle.

As clients approach retirement, Werner Financial Group shifts its focus to asset preservation and appropriate investment allocation for retirement income needs. They also offer estate planning and wealth transfer services to help clients plan for their family's legacy, while advising that any estate plans should be reviewed by a licensed attorney specializing in estate planning.

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