Sanstrum & Associates Inc, based in Portland, OR, has been providing comprehensive wealth management and investment planning services to families and small businesses since 1987. With a focus on understanding their clients' goals, aspirations, and values, they develop personalized financial plans and guide their clients towards financial peace and success.
Through a process of listening, refining, planning, implementing, and reevaluating, Sanstrum & Associates Inc ensures that their clients' plans are continuously aligned with their changing needs and circumstances. As a separate entity from Nations Financial Group, Inc, they offer securities and advisory services, including investment products, retirement planning, estate planning, risk management, business planning, and socially responsible investing.
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