Burg Wealth Management - D.A. Davidson & Co.

Trajan Wealth specializes in peace of mind that comes from understanding and planning for your financial future. We can help you prepare for retirement with wealth management, tax planning, and estate planning. Save time and money with advisors and estate attorneys that work together under one roof. We will dedicate the time needed to listen to your goals and educate you on the options. Speak to one of our fiduciary advisors today.

Pinnacle Financial is a trusted finance and financial advising firm serving Lake Oswego, OR, dedicated to helping clients achieve their financial goals. As experienced financial planners, the team specializes in comprehensive investment services tailored to meet individual needs and objectives. The firm offers expert guidance in retirement planning, ensuring clients can enjoy their golden years with confidence and financial security. Their estate planning services help protect assets and ensure wealth is transferred according to client wishes. Pinnacle Financial also provides strategic wealth planning solutions designed to grow and preserve financial resources across generations.

We work with our clients to build and preserve wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client. Every day we combine long-term vision with short-term focus to help you achieve resounding success.