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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.

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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

      Investment insights on the US elections

      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.

      In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.

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