Broker Check

404 SW Columbia St., Ste 130
Bend, Oregon  97702 
Office: (541) 389-3624
Toll-Free: (866) 988-3624
Fax: (541) 389-3579

Welcome to Paltzer Wealth Management

Your vision. Our guidance.

At Paltzer Wealth Management, our mission is to help you reach your financial goals. We do this by working side-by-side with you, listening to your aspirations and priorities, and using our knowledge and experience to create a personalized financial plan that fits your life and the future you envision for yourself and your family.

Because we are a small, independent firm, we are able to provide you with unparalleled service, professional financial advice, and the assurance that your best interests will always come first.

Our areas of experience include: 

·       Investment management

·       Comprehensive financial planning

·       Risk management

·       Retirement planning

·       Tax efficient withdrawal strategies

·       Social security optimization

·       College planning

·       Student loan and debt management

·       Life, disability and long-term care

        needs analysis, and more

 To learn more about Paltzer Wealth Management, view our Welcome Brochure and explore this site. Thank you for your consideration. We hope to become a trusted resource and advisor.


 

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