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

Why Choose a CFP® Professional

Your financial planner should be a trusted partner who understands your needs and is committed to competent and ethical behavior when providing financial advice. Many people call themselves financial planners, but only those with the CFP®, CERTIFIED FINANCIAL PLANNER™ certification marks have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process.  This process includes a demanding education curriculum, an extensive examination, experience qualifications and ethical obligations.  This is why the financial planning practitioner you select should display the CFP® certification marks.

 Click here to learn more about what being a CFP® means.

Network of Advocates

Providing financial services requires knowing when and how to access other qualified specialists. Jake has carefully developed relationships with some of the most qualified CPAs, attorneys, insurance specialists and business advisors, to help build the strategic alliances that support you. Members of this network are not affiliated with LPL Financial.

Distinguishing Philosophies

We provide objective advice that is focused on your unique goals. However, it is the following philosophies that distinguish our services from other financial professionals.

Confidentiality: Everything discussed with Paltzer Wealth Management will be held in confidence and total privacy.

Communicating effectively: This includes returning phone calls, e-mails and letters in a timely manner.

Recognizing when to consult qualified specialists: If a topic arises that we are unable to assist you with, we will help direct you to an appropriate qualified specialist.

Encouraging clients to reduce their debt: This is the one piece of investment advice that is seldom mentioned, but Paltzer Wealth Management has never had a client return to express regret over having paid off debts, including a home mortgage.

If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (541) 389-3624.