Stangier Wealth Management

Stangier Wealth Management is a registered investment advisor based in Clackamas, Oregon, offering personalized investment management and basic financial planning services. Stangier Wealth Management works with individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations to identify their financial goals, risk tolerance, and objectives in order to build tailored portfolio allocations. The firm generally utilizes Modern Portfolio Theory, diversifying assets across stocks, bonds, cash equivalents, and other approved investments. While Stangier Wealth Management handles certain fixed-income assets internally, the firm frequently employs third-party portfolio managers and sub-advisors, such as Matson Money, Inc., to manage client portfolios. As a legally required fiduciary, Stangier Wealth Management acts in your best interest. Clients grant the firm the authority to make trades without asking first, and portfolios are reviewed at least annually.