OneDigital Wealth Management
Categories
Investment Planning Financial Planning Consultants
About
OneDigital Wealth Management, formerly known as ASI Wealth Management, provides personal wealth management and institutional consulting throughout the Pacific Northwest. We provide fee-only wealth management and consulting services to affluent families and individuals, retirement plans, endowments, foundations, trusts, corporations and not-for-profits. We align client portfolios with their values and goals through careful planning and asset allocation.
We're invested in our clients. We're invested in our community. We're invested in each other.
That investment is packed with meaning and intent. Why? Because we're invested in the idea that wealth is borne not just from portfolios and bank accounts, but from relationships and experiences that make us who we are.
When it comes to our clients, we're all in. We not only know our clients, we take the time to really "get" them. We don't take short cuts, and we always do what's right rather than what's easy. We invest our time, energy and dedication in each and every client, not only from the start of a relationship, but also for generations to come. We don't just manage their assets--we have their backs. And we boldly forge the path to success guided by the beacon of their goals, dreams and passions rather than our own.
This is the source of our equity. An unyielding commitment to our clients that pays dividends in the confidence that a child's tuition will be there. The security of a worry-free retirement. The comfort of knowing a family will be taken care of today, tomorrow and always. We're a trusted advisor. A partner. A friend. A family member. Because for us, the greatest investment isn't in a "what," it's in a "who."
The Bend Chamber is actively supported by these Signature Investors