We structure our wealth management practice to emphasize client relationships over transactions. Our professionals serve as your single point of contact and are directly accountable for your satisfaction. •Integrity – Our business is built upon our people. The reputation that we create in the community is based upon the efforts of how our people are seen in the community. We strive to create a work/life balance environment at work were our people enjoy coming into work and in turn make quality decisions for each client. •Commitment – Our commitment to clients is a hallmark of our practice. Although we aren’t one of the nation’s largest wealth managers, our team structure enables an intimate, client-focused approach and we have realized many long-standing client relationships as a result. The success of our wealth management practice is most evident in the confidence our clients place in us year after year and generation after generation. •Teamwork – Our team always maintains communication with each other to promote great ideas that can help you achieve your long term goals.
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The Etesian Wealth Advisors, Inc annual revenue was $961000 in 2026.
Stan Lochrie is the Managing Partner of Etesian Wealth Advisors, Inc.
4 people are employed at Etesian Wealth Advisors, Inc.
Etesian Wealth Advisors, Inc is based in Lake Oswego, Oregon.
The NAICS codes for Etesian Wealth Advisors, Inc are [523, 52393, 5239, 52].
The SIC codes for Etesian Wealth Advisors, Inc are [62, 628].