Sherpa Wealth Strategies, LLC

Services Offered

• financial planning
• retirement planning
• investment management
• sustainable investing
• life insurance
• annuities
• social security planning

About

Sherpa Wealth Strategies is a financial planning and investment management firm located in Bend, Oregon. The firm is dedicated to understanding clients' financial goals and risk tolerance while fostering personal relationships. They offer a range of services including financial planning, retirement planning, investment management, sustainable investing, life insurance, annuities, and social security planning. Sherpa Wealth Strategies serves both individuals and businesses, helping them align their financial strategies with their values and the impact they wish to have on the world.

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