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Home > Financial Services > Stock Brokers > South Valley Wealth Management
South Valley Wealth Management
South Valley Wealth Management is a member of NASD, the National Association of Securities Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
South Valley Wealth Management, a wholly owned subsidiary of South Valley Bancorp, was established in 1984 as an independent investment firm doing business as Elliott-Ledgerwood & Co. Their services include wealth accumulation, wealth preservation, and wealth distribution. Since 1984, they have been helping individual, corporate and non-profit clients in Oregon, and throughout the Pacific Northwest, manage and secure their assets. South Valley Wealth Managament's services are designed specifically to help clients grow and protect their hard earned assets. Services that reflect the attitudes and priorities unique to those of us living in the Pacific Northwest.
The delivery of superior, personalized wealth management solutions and service is the guiding principle of South Valley Wealth Management. Recognizing that no two individuals, families or companies are alike, they take the time to get to know you to understand in depth every aspect of your life, family, business and personal goals. They understand that personalized, asttentive service is paramount to their clients. As a result, every member of their firm is committed to delivering Wealth Management solutions and services at a level beyond the traditional purchase and sale of investments.
The firm provides Investment Services like current and future income planning, tax efficient investing, college planning, and estate services. The investment products are Stocks, Bonds, Mutual Funds, Annuities, Life Insurance, Money Market/CD Accounts, and Separately Managed Accounts.
The mission of the above said firm is to be the most respected investment firm in the community, providing quality investment advice and assisting clients in accomplishing their financial goals.
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