Welcome to the website of Bain Wealth Management Group, LLC, the Willamette Valley’s wealth management and financial planning firm since 1983.
Please explore this site to get to know our wealth management firm and how we are helping our clients plan for and work toward their financial goals.
We plan from a net perspective, with a view to the “bottom line,” which means after taxes and inflation. We are committed to helping our clients discover methods of acquiring, retaining, distributing and passing on wealth for themselves and their families. One of the key areas in which we help our clients is the distribution phase, as they start receiving income from their retirement accounts. When it comes to our clients’ hard-earned assets, we strive to provide them with excellent service and investment strategies.
Bain Wealth Management Group, LLC, provides financial information and research through in-depth seminars, which are open to the public. This allows us to keep our clients and prospective clients well informed on financial matters. We want our clients to understand their financial alternatives so they can make the best decisions for their unique situation. We strive to help our clients protect their assets from tax inefficiencies that can be devastating to their retirement. We also help them discover other opportunities that could potentially earn a higher rate of return. Our sole mission is to help our clients achieve their financial goals within the framework of their core personal values.
If you would like to learn more about our firm, there are several ways to get to know us better: peruse our website, ask to receive periodic mailings, or attend one of our seminars. Please contact us with any questions or to request more information on the “Contact Us” page.
Thanks for stopping by. We appreciate your visit.