Stangier Wealth Management

Gretchen Stangier, the firm’s CEO and a CFP certificant, leads client engagements and investment coaching. The firm’s website identifies her as the primary decision-maker and public face of the advisory team. No additional portfolio managers or investment committee members are disclosed publicly.

The firm emphasizes financial education and long-term discipline over short-term trading. Its public content covers investment returns, tax considerations, capital gains, and dividends, suggesting a planning-led, tax-aware investment posture rather than proprietary fund management. Specific model portfolios or investment mandates are not disclosed.

The firm’s public materials address individuals and families almost exclusively, with a focus on retirement education and personal financial planning. There is no mention of institutional advisory services, endowment management, or pension consulting.

The firm operates as an independent practice founded and led by Gretchen Stangier, CFP, from a single office in Clackamas, Oregon. While its precise regulatory registration is not itemized on the site, its independent, fiduciary-coaching positioning and the presence of a Chief Compliance Officer are consistent with the profile of a registered investment adviser.

Fee structures are not publicly disclosed on the firm’s website. As an independent financial coaching and planning practice, it likely charges fees based on assets under management, hourly planning, or retainer arrangements, but the firm does not publish a fee schedule online.