Working with Successful Entrepreneurs and High Net Worth Individuals

About Us

About Us

The VergePointe team is led by individuals whose sole purpose in business is to work with successful entrepreneurs and high net worth individuals.

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.

In addition to our managing directors, we employ the highest quality professional and administrative staff. They are steeped in the culture of doing the right thing for the client and to think of creative solutions as if they were in the shoes of the client.

Our clients realize the full value of having a team of professionals ready to help with a broad range of business, real estate and financial issues. If we don’t have the expertise at our firm, we have a long track record of finding and working with other professionals to help you move forward and find appropriate solutions.  Feel free to contact us to see if VergePointe is a good fit for you and your situation.

Investment advisory services offered through VergePointe Wealth Management, LLC (an SEC Registered Investment Advisor)