Collective Wealth Planning

Collective Wealth Planning is a fee-only financial planning and wealth management firm that serves public employees and retirees. We help our client families align their resources with what they value most. We offer financial planning (project-based plans) and wealth management services (based on a percentage of assets under management with a cap). We're proud to be women-owned and call Salem, Oregon home.
Submit

Advisors at this Office

Submit

This Office

1115 Madison St NE #1076 Salem, OR 97301 Phone: +1 (503) 476-1142

Primary Office

1115 Madison St NE #1076 Salem, OR 97301 Phone: +1 (503) 476-1142