Gergen Wealth Management

A Partnership That Works For You

Shawn works in partnership with you from the very beginning.

Shawn is interested in the total financial well-being of his clients. It is important to properly manage insurance, financing, estate planning and investments. Shawn has expertise in asset allocation and diversification.

 

Our Values

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INTEGRITY

All of our clients deserve a trustworthy and honest partner who is transparent about their conflicts of interest and to serve as your advocate watching over your wealth and income sources.

KNOWLEDGE

We will stay on top of conditions which may affect our plans, including market conditions, political events, taxation changes and regulatory changes. We will make every effort to seek out unbiased high quality research.

SERVICE

We aim to deliver personalized service tailored to our client's needs. We hold ourselves personally accountable for delivering everything from investment transactions to returning phone calls promptly.

PERFORMANCE

We will work with each client to establish clear goals and benchmarks for growth, income, liquidity and taxes. Further, we will stay within each client’s comfort level for risk. Lastly, we will take the time to explain investment recommendations and keep clients up to date with the progress of their plan.

DEAL

SINCERITY

We treat our clients with respect and compassion. We consider managing your wealth as our profound honor and responsibility.

Firm Introduction

Steward Partners Global Advisory is a leading independent private financial services firm, with professionals delivering multifaceted financial solutions and concierge-level service to our clients and their families.
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AN EMPLOYEE-OWNED, INDEPENDENT PARTNERSHIP

Steward Partners Global Advisory is a full-service independent partnership, catering to family, institutional and multigenerational investors. Our professionals deliver full service wealth management designed to meet the objectives of today's investors. Regardless of your investment goals or interests, each of our partners has the financial experience and specialized skills to address your specific needs.

We believe that clients, employees and partners deserve to be treated with the highest level of service. Steward Partners is designed to provide boutique concierge service, customized solutions and an exceptional client experience, delivered by our carefully selected advisors to a limited number of clients.

Headquartered in Washington, D.C. with over 20 offices across the country, we're proud to offer a comprehensive range of financial management options, including: wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and international advisory and business solutions.

Steward Partners Investment Solutions

Steward Partners Investment Solutions, LLC (formerly known as Umpqua Investments, Inc.) in 2021 was acquired by Steward Partners. Securities and investment advisory services are offered through Steward Partners Investment Solutions, a registered Broker-Dealer, Member FINRA/SIPC and a SEC Registered Investment Advisor. Steward Partners Investment Solutions is an affiliate of Steward Partners Global Advisory, LLC.

STEWARD PARTNERS – WE’RE NOT JUST PARTNERS, WE’RE FAMILY.
Visit StewardPartners.com

Resources

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

CALCULATORS

A host of financial tools to assist you.

ARTICLES

Educate yourself on a variety of financial topics.

FLIPBOOKS

These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.

NEWSLETTERS

Timely newsletters to help you stay current.

Glossary

Financial terms from A to Z.

VIDEOS

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

QUOTES THAT INSPIRE US...

Our Office

Gergen Wealth Management
at Steward Partners

4949 Meadows Road, Suite 400
Lake Oswego, OR 97035
Main Phone Number:
(971) 353-7800
Fax: (971) 353-7801
Shawn:
Phone: (971) 353-7784
Cell: (541) 517-4977
Email: shawn.gergen@stewardpartners.com
 
 
 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck