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  • Home
  • Our Team
  • Solutions
    • Business Exit Planning
    • Investment Consulting
    • Advanced Financial Planning
    • Strategic Tax Mitigation
    • Wealth Preservation & Risk Mgt
    • Banking, Lending, and Liquidity Solutions
    • Estate, Philanthropy, & Legacy Planning
  • Who We Serve
  • Our Process
  • Resources
    • Client Access Video Library
  • (541) 201-8988
  • (541) 201-3063
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SilverTree Wealth Partners – Ashland
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SilverTree Wealth Partners – Ashland
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SilverTree Wealth Partners – Ashland
  • Phone: 541-201-8988
  • Email: todd.montgomery@silvertreewp.com
  • Address: 542 Washington St., Ste 104 Ashland, OR 97520

About

SilverTree Wealth Partners is a wealth management practice located in six states of AK, AZ, CA, MO, OR, & WA. Whether you're planning for your personal financial future or managing the complexities of a growing business, we provide customized solutions designed to help you thrive. Our comprehensive services include investment strategy, advanced financial planning, tax-efficient strategies, business exit planning, & estate & legacy planning. All delivered with the insight and care you deserve. 

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

 

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as SilverTree Wealth Partners. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. SilverTree Wealth Partners is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

 

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