Roxanne Waterman

E-mail: roxanne@watermanwealthstrategies.com
Phone: 503-524-6974
Fax: 503-922-0515
Website: https://www.watermanandassociatesinc.com/

I am a registered Investment Advisor Representative and owner of Waterman Wealth Strategies. My goal is to provide education about the basic concepts of financial management and assist you in making the right financial decisions for you and your family. I have been helping families and individuals for over 35 years, and my experience includes estate planning, trust funding, cash management, retirement planning, investing and risk management.

Please visit www.WatermanWealthStrategies.com for more information about what we offer.

I like to say we are a purpose-driven business! My involvement in community organizations such as Soroptimist International Lake Oswego/West Linn Club and Portland Metropolitan Rotary Club, allows me to pay forward my blessings to help those in need.