LOCATION OVERVIEW
Lake Oswego has been called a place to “live where you play” since the 1920s. A former iron town reimagined as one of the Pacific Northwest’s most thoughtfully developed residential communities. Framed by the Willamette River and centered around Oswego Lake, the city offers a unique blend of natural beauty, community connection, and everyday livability. Our office sits on the south shore at Centerpointe Drive, in the heart of a place many families are proud to call home.
Our team brings together Pacific Northwest professionals who share a common belief: institutional discipline does not have to feel impersonal. We are transparent, evidence-based, curious, and responsive, with an office culture that reflects both the calm, collaborative energy of the region and a genuine appreciation for the outdoors.
At the heart of how we work is a commitment to integrity. It pairs naturally with a principle we have long believed in: play the long game, people over profits. Beyond the office, our team is woven into the community through youth sports, nonprofit leadership, school involvement, and the everyday rhythms of life in Lake Oswego. Those connections shape how we serve and remind us why people choose to build their lives here.
Our Lake Oswego team helps families and professionals navigate complex financial decisions with clarity and confidence. We advise on matters ranging from concentrated equity positions and stock-option planning for leaders in tech and healthcare to estate, tax, and retirement strategies for individuals and families. We also specialize in multigenerational trust and legacy planning for those focused on preserving wealth across generations.
THE WAVERLY DIFFERENCE
Waverly Advisors is a fee-only, fiduciary Registered Investment Adviser serving high-net-worth and ultra-high-net-worth individuals, families, and business owners. Our firm was built on a commitment to objective advice, long-term relationships, and financial guidance grounded in trust.
We provide integrated wealth management, financial planning, and investment advisory services designed to help clients navigate complexity with clarity. Our approach coordinates the many moving parts of wealth, including investment management, tax strategy, estate planning, and legacy considerations, into one thoughtful, personalized plan.
As we have grown, our focus has remained the same: delivering a high level of care, expertise, and personal attention to the clients and families we serve. With deep roots in our communities and a growing national presence, we help clients make confident decisions and build strategies aligned with their lives, values, and long-term goals.
FAQs
Waverly Advisors’ Lake Oswego team builds an interconnected, data-driven strategy tailored entirely to your goals. Operating under a fee-only fiduciary standard, our advisors coordinate tax strategy, investment management, and estate planning into a single plan.
Learn more about our full range of investment management services and how we can support your financial planning needs.
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