Broker Check

5 Centerpointe Drive
Suite 150
Lake Oswego, Oregon 97035
(503)207-4509
rachel_novak@westpacwealth.com

Team

I believe that a teamwork approach adds a broader perspective to all we do and provides increased benefits to you.

I work with a team of financial professionals that can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

The experienced professionals I have worked with have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

My professional mission is to help clients relax more and enjoy the people and experiences that matter most to them, because they know their financial futures are well-planned and under control. A six-year veteran of the financial...

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