local roots - multi-state reach
Based in Oregon. Built for lasting relationships.
14 states
The majority of our clients live in Oregon, but geography does not have to interrupt a trusted advisory relationship. Our service model supports established client relationships across 13 additional states.
Designed for clients with increasing financial complexity
Clients We Serve Best
At SilverTree Wealth Partners, we work with clients whose financial lives have become more complex and want advice that goes beyond investment management alone. Many of our clients are navigating major financial decisions involving retirement, taxes, estate planning, charitable giving, business ownership, and how to create a family legacy.
They are looking for more than mere products or a one-time recommendation; they want a long-term trusted advisor who truly understands the full picture of their unique situation and helps to bring clarity to important decisions.
Click on a photo below ↓ to learn more.
Legacy-Focused Families & Individuals
concerned about Investment Strategy, Tax Mitigation, Advanced Financial Planning, Transferring Wealth Wisely, Preparing Heirs, Supporting Family Members, Making a Charitable Impact.
Pre-Retirees & Retirees Aged 50+
concerned about Reliable income, Market Downturns, Tax-Efficient Withdrawal Strategies, Healthcare Costs & Insurance, & Estate Tax Implications.
Practice Professionals & Executives
concerned about Concentrated Stock Positions, Advanced Retirement Planning, Tax Mitigation Strategies.
Business Owners
concerned about Banking, Lending, Business Value Acceleration, & Exit Planning.
Beneficiaries of Sudden Wealth
concerned about Financial Education, Wealth Preservation, Income Generation, Intergenerational Wealth Transfer & Legacy Planning.
Designed for clients with increasing financial complexity
Clients We Serve Best
Every client has a unique story, but many come to us facing similar financial challenges.
Here are some of the situations where we help them make smarter financial decisions.
Click on an icon below ↓ to learn more.
Not sure which profile best fits your situation?
Many of our clients identify with more than one of these categories.
We'd be happy to learn about your goals and discuss how we might be able to help.
The SilverTree Difference
Helping You Make Smarter Financial Decisions
We go beyond investment management to provide comprehensive guidance for every aspect of your financial life - today, tomorrow, and for generations to come.
Financial Steward Guidance
We take a holistic view of your financial life - coordinating taxes, investments, cash flow, estate planning, insurance, and more - so everything works together for you.
Strategic Tax Planning
We proactively identify opportunities and strategies to help reduce your tax burden and keep more of what you've earned.
Business Owner & Exit Planning
We help business owners identify areas that can increase the enterprise value, reduce taxes, and prepare for a successful transition that supports their family and long-term goals.
Coordinated Professional Advice
We take a holistic view of your financial life - coordinating taxes, investments, cash flow, estate planning, insurance, and more - so everything works together for you.
Investment Strategy
We take a holistic view of your financial life - coordinating taxes, investments, cash flow, estate planning, insurance, and more - so everything works together for you.
Estate & Legacy Planning
We take a holistic view of your financial life - coordinating taxes, investments, cash flow, estate planning, insurance, and more - so everything works together for you.
Questions we often hear
We're Here to Help
Here are some of the most common questions we receive about working with us.
Can't find what you're looking for? We're happy to connect.
Have questions not listed here?
We're happy to help. Let's start a conversation about your goals.
Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax, legal or business valuation advice. You should discuss any tax or legal matters with the appropriate professional.