VergePointe Information

For more than 30 years, VergePointe's professional advisors have been dedicated to helping successful entrepreneurs and wealthy families manage their entire net worth. The VergePointe team has specialized expertise in complex financial areas that are inherently present with many entrepreneurs, real estate investors and wealthy families. VergePointe works with successful entrepreneurs and high net worth individuals in three areas: FAMILY OFFICE: Comprehensive, customized wealth management, business, and tax advice PRIVATE EQUITY: Investing in established private companies through buyouts, recapitalizations, and growth equity transactions REAL ESTATE: Investing in land development and residential building in the Portland Metro area Located in Lake Oswego, Oregon, VergePointe is built around the concept that in addition to being professionals, we have also successfully invested in businesses and real estate ourselves. With that background, along with our professional certifications and experience, we work as hard as possible to help our clients achieve their goals. Not only do we have experience advising on the issues our clients face, we have lived through some of these issues ourselves and can see the situation through the eyes of an owner.