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VergePointe Wealth Management Overview
Type
Multi Family Office
General Information
VergePointe Wealth Management is a multi-family office headquartered in Lake Oswego. The firm provides comprehensive advisory and investment services to families seeking to preserve and grow generational wealth. Its team offers tailored solutions across asset management, estate planning, and tax strategy—aligning interests with clients’ long-term objectives and adapting to evolving financial landscapes. VergePointe Wealth Management—supports families with integrated wealth management and fiduciary guidance.
Contact Information
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Lake Oswego, United States
Portfolio & Notable Allocations
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