Let's move forward. Together.

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Three generations in front yard

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.

  • John-Schlendorf

    John Schlendorf

    Senior Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • FL
    • HI
    • ID
    • MD
    • MI
    • MO
    • NV
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WY

        • Chartered Financial Analyst®
        5300 Meadows Road
        Suite 300
        Lake Oswego, OR 97035
        john.schlendorf@ubs.com
        John Schlendorf
        5300 Meadows Road,Lake Oswego,OR,97035

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      Crafted wealth intelligence

      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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