ASI Wealth Management & Consulting Services

ASI Wealth Management & Consulting Services

Founded in 1998 and based in Bend, Oregon, ASI Wealth Management is a registered investment adviser that now functions as the Pacific Northwest Retirement & Wealth team of OneDigital, a national advisory firm with offices across the United States. This integration into OneDigital gives ASI a broader service shelf than a typical independent RIA — one spanning personal financial planning, insurance, healthcare coverage, and sophisticated strategies for high-net-worth families. The firm's investment advisory services cover portfolio management for individuals, families, corporations, and endowments. A distinct private client team targets individuals and families with complex needs, delivering wealth strategies designed to streamline intergenerational transfers, preserve legacies, and structure assets around long-term goals. For business owners, ASI advises on the personal, tax, legal, and financial angles of selling or transferring a company, pairing investment management with transition planning that reaches beyond portfolio construction. The Bend office leads the Pacific Northwest Retirement & Wealth practice, though exact team size and AUM figures are not publicly disclosed. Recent public activity remains thin; no major regulatory filings, large portfolio disclosures, or named principal departures have surfaced in the last 24 months. ASI's structural differentiator is its position inside OneDigital rather than as a standalone fiduciary. That parent relationship allows the team to surround core wealth management with adjacent lines — health insurance, Medicare navigation, and business succession advisory — under one coordinated service model. For a principal based in a mid-sized market like Bend, this architecture creates a scope of service typically found only at larger private banks or national wealth platforms.