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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
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        • 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
      Three generations in apple orchard

      Turn possibilities into a plan

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      A leading global wealth manager

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      ElectionWatch 2024

      24 questions for the '24 US election

      Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

      The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

      Download the report

      A leader in wealth management

      Backed by the strength of our parent company, UBS AG

      $5.9+ trn

      UBS Group invested assets
      As of 06/30/2024

      51 countries

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      UBS is a leading and truly global wealth manager

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