Etesian Wealth Advisors, Inc

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Description

  • We structure our wealth management practice to emphasize client relationships over transactions. Our professionals serve as your single point of contact and are directly accountable for your satisfaction.Integrity Our business is built upon our people. The reputation that we create in the community is based upon the efforts of how our people are seen in the community. We strive to create a work/life balance environment at work were our people enjoy coming into work and in turn make quality decisions for each client.Commitment Our commitment to clients is a hallmark of our practice. Although we arent one of the nations largest wealth managers, our team structure enables an intimate, client-focused approach and we have realized many long-standing client relationships as a result. The success of our wealth management practice is most evident in the confidence our clients place in us year after year and generation after generation.Teamwork Our team always maintains communication with each other to promote great ideas that can help you achieve your long term goals.
  • location

    Headquarters:17040 Pilkington Road Suite 300, Lake Oswego, Oregon, United States

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  • Etesian Wealth Advisors, Inc phone

    Phone Number: +1 503-387-3615

  • Etesian Wealth Advisors, Inc website

    Website: https://www.etesianwa.com

  • Etesian Wealth Advisors, Inc employees

    Employees:7

  • Etesian Wealth Advisors, Inc revenue

    Revenue:$1 - 10M

  • Etesian Wealth Advisors, Inc legal name

    Legal Name:Etesian Wealth Advisors, Inc

  • Etesian Wealth Advisors, Inc's Social Media

    Etesian Wealth Advisors, Inc linkedin
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  • |  NAICS Code: 561499  |

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Managing Partner for Etesian Wealth Advisors, Inc

Aifa Stan Lochrie

Managing Partner

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View Employees

Aifa Stan Lochrie

Managing Partner

Benjamin Wright

Partner, Portfolio Manager

Frequently Asked Questions regarding Etesian Wealth Advisors, Inc

  • Where are Etesian Wealth Advisors, Inc's Headquarters?

    Etesian Wealth Advisors, Inc's Headquarters are in 17040 Pilkington Road Suite 300,Lake Oswego,Oregon,United States

  • What is Etesian Wealth Advisors, Inc's phone number?

    Etesian Wealth Advisors, Inc's phone number is +1 503-387-3615

  • What is Etesian Wealth Advisors, Inc's official website?

    Etesian Wealth Advisors, Inc's official website is https://www.etesianwa.com

  • What is Etesian Wealth Advisors, Inc's Revenue?

    Etesian Wealth Advisors, Inc's revenue is $1 - 10M

  • What is Etesian Wealth Advisors, Inc's NAICS code?

    Etesian Wealth Advisors, Inc's NAICS code is 561499

  • How many employees are working in Etesian Wealth Advisors, Inc

    Etesian Wealth Advisors, Inc has 7 employees

  • What is Etesian Wealth Advisors, Inc's Industry?

    Etesian Wealth Advisors, Inc is in the industry of Investment Management

  • Who is Etesian Wealth Advisors, Inc's Managing Partner?

    Etesian Wealth Advisors, Inc's Managing Partner is Aifa Stan Lochrie

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