Sherpa Wealth Strategies, LLC

Sherpa Wealth Strategies is a comprehensive financial planning and investment management firm in Bend, Oregon. Our financial advisors make it their mission to truly understand our clients and develop deep, personal relationships with them. We dig deep into your goals, your current financial situation and your risk tolerance. We discuss your values and the impact you want to have on the world. We explore how you can align your financial and investment plans to support the people and causes you care about. We serve individuals and businesses in all areas of financial services, including: financial planning, retirement planning, investment planning, sustainable investing, life insurance, annuities, social security planning and more.