Our team is led by four partners whose sole purpose in business is to work with private business owners and wealthy individuals by providing expert and confidential advice. Located in Lake Oswego, Oregon, VergePointe is built around the concept that each professional will work as hard as possible to help achieve our clients' goals (whatever those might be). Between the principals and the staff, we focus on bringing years of experience and credential to each client relationship, including:

Certified Public Accountants Certified Financial Planners™ and Personal Financial Specialists Certified Merger and Acquisition Advisors MBA's and Masters of Tax National Association of Certified Evaluation Analysts As a client, you will realize the full value of having a team of professionals ready to help you with a broad range of business and personal issues. If we don't have the expertise at our firm, we have a long track record of finding and working with other professionals to help you move forward. Feel free to contact us to see if VergePointe is a good fit for you and your situation.

Investment advisory services offered through VergePointe Wealth Management, LLC (an SEC Registered Investment Advisor)