gergenwealth.stewardpartnersis.comGergen Wealth Management

Who We Are Home Our Values Our Values Firm Introduction Home Resources Resources Contact Contact Client Login Goldman Sachs First Clearing Pershing 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 Creator Icon_17 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 platinum level service to our clients and their families. 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... Remember to celebrate milestones as you prepare for the road ahead. Nelson Mandela Success is a process of continually seeking answers to new questions John Templeton Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down Warren Buffet Our Office 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 Leave this empty: Send Message Schedule Now Client Relationship Summary (Form CRS) Important Disclosures Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA / SIPC . Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC. × Close Check the background of this investment professional Check the background of this financial professional on FINRA’s BrokerCheck Check the background of this financial professional on FINRA’s...