Financial clarity

From our family to yours

As a father and son team, we bring the values of our close-knit family to yours. Through planning, professional investment advice and multigenerational education, our goal is to get to know your entire family on a personal basis and offer the guidance you need to make informed financial decisions.

We think of our practice like a family office so we can provide an exceptional degree of service to you and the people you care about. With the complexity of today’s markets and uncertainty about tomorrow’s economy, you can rely on us for our wise perspective, good judgment and deep experience.

Retired couple

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Robert Mork

    Robert L. Mork

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • FL
    • HI
    • ME
    • MI
    • MT
    • NM
    • NV
    • NY
    • OR
    • TX
    • WA
    • Senior Vice President - Wealth Management
    • Senior Portfolio Manager - PMP
    • Wealth Advisor

    Licenses:

    • Series 7, Series 63, Series 65, Insurance and Annuities; registered in various states

    Education

    • Bachelor of Science, 1982, Portland State University

    Professional/Community

    • Past Member - Providence Hospital, Cancer Research Center Committee
    • Bridlemile Foundation board member 1993-2000
    • Central City Concern - Former Development board member
    • Pacific NW Federal Credit Union - Former board member

          Long-term care planning
          Retirement planning
          Estate planning strategies
          Legacy planning
          Exit planning
          Financial planning
          Alternative investments
          Business owners
          5300 Meadows Rd
          Suite 300
          Lake Oswego, OR 97035
        • Andrew Mork

          Andrew L. Mork, FPQP

          Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • FL
          • HI
          • ME
          • MI
          • MT
          • NM
          • NV
          • NY
          • OR
          • TX
          • WA

          Licenses:

          • Series 7, Series 63, Series 65, Series 3, Life/Health Insurance, Annuties, Paraplanner Designation

          Education:

          • Bachelor Of Arts - Business Administration, Central Washington University - 2011

          Professional/Community:

          • Portland Police Cadet - 5 Years

                Education planning
                Long-term care planning
                Retirement planning
                Exit planning
                Business succession
                Investing
                Custom portfolios
                Asset allocation
                5300 Meadows Rd
                Suite 300
                Lake Oswego, OR 97035
              • Ryan Wilkinson

                Ryan D. Wilkinson

                Client Associate

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                • OR
                • WA

                      5300 Meadows Rd
                      Suite 300
                      Lake Oswego, OR 97035

                    A focus on personalized access and service

                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                    couple

                    Financial planning

                    Portfolio

                    Customized investing

                    UBS Wealth Way

                    family

                    Lasting relationships

                    Multigenerational families

                    CIO House View monthly livestream

                    Man looking in VR headset

                    Making sense of significant wealth

                    We can help you plan for it.

                    When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?

                    We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.

                    Insights

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager