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Wealth Management Services

We are an independent financial services company, with offices in Portland and Bend, Oregon. We focus on individuals and organizations who value independent, objective financial advice. We provide our clients with financial planning and investment management. Our services extend to individuals, to business owners, and their organizations. We consult on business planning, succession, retirement-plan arrangements, and cash-management services. At Clear Resource, we guide our business owners through the process of retirement-plan design, installation, and support.

Portfolio Management

When it comes to your portfolio, you work closely with our Portfolio Management Team at Clear Resource. Learn More

 Wealth Planning

As your advisors at Clear Resource, we draw on a collective 52 years’ of financial experience. Learn more

Risk Management

As your Wealth Advisor, we seek to provide protection, guidance, and security. Your confidence is our highest priority. Learn more

Estate Planning

The world of estate planning seems ever changing. Our team of professionals will ensure your estate plan is coordinated with the efforts of your legal counsel and tax professional.  Learn more

Tax Planning

With Kirk’s 30-plus years as a CPA, we provide additional perspective, insight, and strategies in tax matters. Learn more