Financial advisor · Medford, OR
Oregon Pacific Wealth Management OR
Registered investment adviser for financial planning and asset management
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Wealth management for real estate investors and business owners670 Superior Court, Suite 210, Medford, OR
Ashland Pacific is a financial services firm that builds customized wealth management plans for real estate investors and business owners. The firm works with alternative asset classes, including DSTs and 1031 exchanges, and coordinates with clients' existing CPAs, attorneys and real estate brokers to keep plans tax-efficient and aligned with estate goals.
Clients meet with a financial partner to talk through their holdings and goals before any solution is recommended. The firm is a branch office of DFPG Investments, LLC, and offers securities through that firm. The office is at 670 Superior Court in Medford, Oregon, and the team can be reached by phone or email.
Registered investment adviser for financial planning and asset management
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