Willamette Wealth Advisors | Thrivent

Willamette Wealth Advisors mission banner image

At Willamette Wealth Advisors, our mission is to help you make wise financial decisions.

our team

Let's put your plans in motion

Let's put your plans in motion

We plan for excess so you can be a blessing to the people and organizations you love.

At Willamette Wealth Advisors, we strive to provide our clients with a comfortable financial planning experience. As a Christian-based, family practice, we love working with families and people who have a desire to live out their faith in their finances. We take an in-depth look at where you are, help you determine where you want to be, and partner with you to map out a plan for how to get there. Our team offers specialized advice on:

· Tax efficiency

· Basic and advanced estate planning

· Solutions for family-owned businesses

· Public employees/PERs employees

· Charitable planning

We look forward to working with you and your family to make an impact for generations to come. If you are in Salem or the greater Willamette Valley, feel free to reach out and start a conversation about how you can live and leave a legacy.

Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.

Salem Location

4747 Skyline Rd S Ste 190
Salem, OR 97306

Phone503-588-5150Fax971-273-7070Hours

M – F: 9 a.m. – 5 p.m.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 503-588-5150

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations