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.


 

Helpful Content

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”