PacWest Wealth Partners (PacWest) is a private wealth advisory practice of Ameriprise Financial. Our private wealth advisor is progressing in his 10-year strategic plan to retire and transfer his business interest. PacWest has offices in Salem, Corvallis, Albany and Bend.
PacWest is a dynamic private wealth advisory practice looking to diversify our client representation. While the private wealth advisor’s primary aim is legacy, the opportunity for a partner to grow their business is exceptional. Beyond an existing book, applicants should have financial credentials, certified financial planner (CFP®) preferred.
Our goal is to grow share price, build a platform for equity, and transition relationships. Our vision is to be the financial planning firm of choice.