Welcome to The Wellstone Group, a financial planning firm where financial management involves more than money. We not only focus on your financial future, but equally as important, we provide you with client care experiences that surpass your expectations and anything you have encountered before.

Since 1990 we have been helping our clients develop retirement income plans that allow them to attain their desired lifestyle and legacy goals, reaching out to our clients in an extraordinary way, and building extraordinary friendships.

The Wellstone Group can help you simplify the demands of managing your wealth, enabling you to devote more time to your family, personal endeavors and your business.

We organize your assets, asset allocation strategy, insurance, and your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial future.

Tour our site and find out what we're all about.

Links

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

  • Senior Resources of Greater Portland
    The Wellstone Group has developed relationships with other professionals who offer 'caring services' that provide for the unique needs of seniors and those who care for them. Learn more about these local professionals at http://srapdx.com/



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Securities offered through NEXT Financial Group, Inc., Member FINRA/SIPC.  

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The Wellstone Group, LLC is not an affiliate of NEXT Financial Group, Inc.