Let's Talk

You’ve read all about us.  Now we Want to hear your story.

You’re not going to find yourself navigating a phone tree when you call us, and your email isn’t disappearing into the inbox abyss.  At Eagle Wealth Management, we believe service should be personal and exceptional.  You can expect to be warmly welcomed by a real person on the other end of the line, ready to help.

Introductory Meeting

Let’s see if we’re a good fit for each other.  Call us today to schedule an introductory meeting.

Throughout the USA

We work with people up and down the west coast and across the nation.*

Superior Service

Top notch service is mandatory for us.  We aim to exceed your expectations.

* Located out of town?  No problem.  We work remotely with people throughout the country using technology such as screen sharing, video conferencing, secure file sharing, and even electronic signatures, all based on your comfort level.  Plus, thanks to happy clients referring us to their friends and family, we hold in-person meetings in the following regions: 

Bend OR, Portland OR, Ashland OR, San Diego CA and the San Francisco Bay Area CA.


Building your financial future just got easier.  Get started today.

Eagle Wealth Management building

35 NW Hawthorne Ave
Bend, OR 97703
United States

F: (541) 330-0230