Pease Wealth Management Group

Pease Wealth Management Group
Brad R. Pease
Paula Stiefel
Jenifer Thomas

Phone NumberLocation

bfe_logo_advisor

5285 SW Meadows Road
Suite 243
Lake Oswego, OR 97035
MAP

Phone: 503-638-0335
Toll Free: 855-638-0335

Our Team
Brad R. Pease

Managing Director – Investments

Paula Stiefel
Senior Registered Financial Client Associate

Jenifer Thomas
Senior Registered Financial Client Associate

Overview

All of us at the Pease Wealth Management Group believe that an investment approach starts with a solid understanding of our client’s current financial situation and their plans for the future. Whether you are accumulating wealth, managing it, or wanting to preserve it for your heirs, we stand ready to assist.

We are committed to helping you develop and implement a goals-based investment program that will address your current situation, while also having the flexibility to evolve with your needs and aspirations. We will start by working with you to identify and refine your investment goals and objectives. Then, we will harness the robust product and service platform of Benjamin F. Edwards & Co. to build a personalized investment program designed specifically to meet your needs.

At the same time, we recognize that your goals or circumstances may change over time, as do market and other economic factors. That’s why we will also keep an eye on your progress to make sure your investments are performing in line with your objectives. If adjustments are needed along the way, we’ll work with you to ensure that the necessary refinements are made.

Throughout the process, we’ll also be there to answer questions, troubleshoot issues as they arise, and most importantly, offer you our perspective and insight that we have gathered over our 60 years of collective experience in the financial services industry.

For all of us at the Pease Wealth Management Group, this is what client-first service is all about. We hope you will call or stop by to see for yourself how this approach can help you.