Broker Check

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

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.