Summit Wealth Advisory Group

New Lake Oswego, Oregon office

Dear clients,

RBC Wealth Management has opened a new office in Lake Oswego which will be up and running on February 28th. Your Summit Wealth Advisory Group (SWAG) Team will be conducting business from the new location on that day. We are excited about clients no longer having to fight downtown Portland traffic. However, we will still have the capability to meet you in the Portland office if that is more convenient for you. We’ve provided you with the information about the new address and phone numbers so you can update your records.  All other information including email, website and NMLS# remain the same.

We look forward to continuing to serve your financial needs in our fresh environment.  Please come visit us in Lake Oswego.

-Summit Wealth Advisory Group

Our new address is: 

4949 SW Meadows Road, Suite 250
Lake Oswego, Oregon 97035

Summit Wealth Advisory Group contact numbers:

Shelly McFarland |  503-387-8462
Richard Hogue |  503-387-8461
Peter Spiekerman |  503-387-8472
Lora Snyder |  503-387-8470
Janet Galusha |  503-387-8457
Office 800 # |  888-820-7492

Year-end checklist

RBC Wealth Management put together a list of important year-end planning topics to review—including: tax-sensitive strategies, ways to boost your retirement savings and charitable giving tips—for success in the new year.

> Review the checklist

Taking a few moments to plan ahead can help you take advantage of potential opportunities to grow your wealth and get you one step closer to reaching your goals. Contact us today to discuss how we can be of service to you.

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