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698 NW York Drive
Bend, OR 97703
Office: (541) 389-3624
Fax: (541) 389-3579

Welcome to Paltzer Wealth Management

Thank you for your interest in us. Located in beautiful Bend, Oregon, Paltzer Wealth Management provides advisory services through LPL Financial to clients across the United States. Jake’s mission is to assist you in pursuing your vision with objective investment management, financial planning, and risk management services to work towards your goals.

If you are a current client, thank you for allowing us to help you envision your life and live your vision. Please use our site to access your accounts and utilize the financial tools available to you.

If you have yet to experience the benefits of working with us, please explore this site and our brochure to learn more about what makes us different, discover the services we provide and realize what you can expect from Paltzer Wealth Management.

Thank you for your consideration. We hope to become a trusted resource and advisor.

Helpful Content

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.