James J Paulk

Exceptional Portfolio is a Lake Oswego-based investment firm that offers socially responsible investing options to help clients align their investments with their values. With a team of experienced advisors and a focus on long-term growth, they provide customized portfolios that can weather market cycles and minimize tax liability through tax loss harvesting. They offer a range of services, including portfolio management, 401k-403b rollover expertise, and a choice between passive and active portfolios. Their commitment to social responsibility extends to investing in companies dedicated to protecting the environment and promoting diversity and inclusion. With a user-friendly online client portal, Exceptional Portfolio aims to simplify the investment process and empower clients to build a bright future for themselves and their communities.Generated from the website

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

David A. Lachowski, CRPS, ChFC, is a Vice President of Wealth Management and Senior Retirement Plan Consultant at UBS Financial Services Inc. in Lake Oswego, OR. With over 15 years of experience in the software and high-tech industries, he offers a keen perspective on the challenges faced by business owners, entrepreneurs, and executives, leveraging a disciplined wealth management process tailored to each client's needs. His approach emphasizes clear communication and education for clients regarding their qualified retirement plans. David holds a Bachelor of Science in Economics from Oregon State University and is committed to helping clients define their priorities and pursue their financial goals through a structured planning process that encompasses liquidity, longevity, and legacy strategies. Generated from the website