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

Financial security doesn’t happen by chance

No matter where you are in life, or what your needs are, you can depend on our expertise to build a customized plan for your specific financial goals. Contact us today to learn more about our customizable solutions designed to help you strengthen your financial security.

A different kind of inflationary environment

Eric Lascelles, chief economist for RBC Global Asset Management Inc., recently sat down with Global Portfolio Advisory Committee co-chair Jim Allworth to discuss the economic and geopolitical factors driving today’s surging inflation—as well as what investors should look for over the remainder of this year, and beyond. Read the full economic outlook in the latest edition of Global Insight.

Meet the team

Summitt Wealth Advisory Group team photo


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