• MONEY DOESN’T HAVE TO BE COMPLICATED.

    Are you confused by most financial advice? If so, you’re not alone.

    Schedule an appointment


Effective Game Plan


Advice in Common Language


Straightforward Fees

You Deserve To Understand What’s Happening With Your Money.

 

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Bain Wealth Management, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

1

QUESTION

What are you going to do with my money?

First, we’ll get to know you and what you value most. We’re going to figure out your goals and the outcomes you’d like to achieve. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to achieve those outcomes. After we determine your Family Index Number, we’ll allocate your money to our various investment strategies designed to help you pursue those goals.

2

QUESTION

Can you handle the complexity of my situation?

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While we’ve helped thousands of families navigate complex financial needs, each family gets a personalized allocation strategy to help guide them through life’s major decisions.

3

QUESTION

How can you make my life easier?

As your trusted advisor, we’re focused on adding convenience and simplicity to your life. We will make sure you’re educated on your investments and how we manage your money – providing as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Bain Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

 

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

Taking the First Step Toward Confidence

 

The first step is always the hardest, so we’ll make it easy. Let’s have a complimentary initial consultation to get to know each other, and see how we could work together to move you closer to your goals.

It all starts with a conversation. Let’s talk.

    First Name*

    Last Name*

    Email*

    Phone Number*


    Our Financial Planning Services Are Built On Trust, Transparency and Accountability.

     

    Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams.

    Artboard-5-copy-27

    Portfolio Management

    Our team follows a disciplined process when it comes to managing your investments.

    Artboard-5-copy-24

    Wealth Planning

    Our path to financial success begins with understanding your unique needs and goals.

    Artboard-5-copy-26

    Risk Management

    Your Wealth Advisor works with our team of Insurance Specialists to identify risk exposure, in order to minimize potential damage of an unexpected life event.

    Artboard-5-copy-29

    Estate Planning

    Your Wealth Advisor and Wealth Enhancement Group can help you with your estate planning needs and formalize your wishes.

    Artboard-5-copy-30

    Tax Planning

    Our team of CPA’s can help you with your tax planning needs.

    Personalized Wealth Management

    Bain Wealth Management believes that professional, objective and easy-to-access financial advice is something that everyone needs. We are a wealth management firm based in Salem, Oregon serving families and business owners. Our team provides the highest level of service for our clients in financial planning and investment management. Contact us today and let Bain Wealth Management help you on your financial journey.

    Investment Management

    Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

    Read more

    Carson Partners

    Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

    Read more

    Our Locations

    Bain Wealth Management is a Salem-based wealth management firm providing a high level of service for our local and national clients. Contact us today and let us help you on your True Wealth journey.

    Read more

    Insights

    Bain Wealth Management’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

    Video
    Ways to Reduce Your Taxes Before You ...

    You want to maximize your tax situation, and our team wants to help. Follow the link to learn ways to reduce your taxes before you file this year. Click Here to Watch the Webinar

    Read More
    tax season, tax planning, financial planning
    Blog
    How to Finish Strong this Tax Planning ...

    Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because we never weed it. Tax planning is similar in the sense that you can put work in on the front end that you’ll reap benefits from later.

    Read More
    inflation
    Market Commentary
    Market Commentary: Stimulus Fuels Retail Sales as ...

    American consumers put their stimulus checks to work last month. Retail and food service sales rose 5.3% in January, after declining 1.0% in December (Figure 1). Compared to one year ago, sales are 7.4% higher. The strong data resulted from the stimulus checks and declining virus cases. Because of restrictions and risk, the biggest winners were online retailers. Home improvement stores also experienced strong demand as consumers continue to spend extra time at home.

    Read More
    tax tips, financial planning
    Monthly Newsletter
    Tax Tips for Business Owners in a ...

    Facing everything from empty sales floors to painful staff shortages, entrepreneurs have been uniquely hurt by 2020 and the extent of the damage isn’t fully known yet. A Yelp economic impact report released in September found that almost 100,000 small businesses in the country had closed their doors permanently while many others struggle under the current conditions.

    Read More
    Blog post
    • 5 Things to Watch in the First Quarter of 2021

      Have you found yourself officing in a room with a bunk bed? Do you realize you’re going to the store in your pajamas and never leaving your car? Does going to the movies mean going to the living room to turn on the TV? Quarantine changed the world almost overnight, and the adjustment is so pervasive in our everyday lives we hardly notice the details going by.Read more

    Weekly Market Commentary
    • Market Commentary: Despite Initial Worry, Inflation Remains Well Controlled

       U.S. inflation rose 0.3% last month and is now up 1.4% for the year (Figure 1). Investor concern about inflation has increased in recent months against the backdrop of large stimulus packages and hopes of an economic recovery. Pushing back against that concern is a slowly recovering labor market. Initial jobless claims fell 19,000 from the previous week but remained stubbornly close to 800,000. Continuing claims were more than 4.5 million.Read more