• MONEY DOESN’T HAVE TO BE COMPLICATED.

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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*

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    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.

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    Portfolio Management

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

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    Wealth Planning

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

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    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.

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    Estate Planning

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

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    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.

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    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.

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    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.

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    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

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