Sanstrum Associates, Inc. is a trusted wealth management and investment planning firm based in Portland, OR, serving families and small businesses since 1987. With a focus on understanding their clients' goals, aspirations, and values, they develop personalized financial plans and provide expert guidance to help achieve long-term success.
Through a comprehensive approach that includes refining, planning, implementing, and reevaluating, Sanstrum Associates ensures their clients' financial well-being by addressing potential challenges and adapting the plan as needed. As a separate entity from Nations Financial Group, Inc., they offer a range of investment products and services, including retirement planning, estate planning, risk management, business planning, and socially responsible investing.
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