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
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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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      Clarity in a rapidly changing world

      We’re here to help guide you through uncertain times

      Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

      Let’s create a path together so you can move forward with confidence, no matter what comes next.

      A leader in wealth management

      Backed by the strength of our parent company, UBS AG

      $7 trn

      UBS Group invested assets
      As of 12/31/2025

      51 countries

      Our global footprint

      Global leader

      UBS is a leading and truly global wealth manager

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