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Services for Physicians

Lake Oswego Wealth Strategies specializes in assisting residents, fellows and attending physicians plan their financial future. We educate our clients about financial concepts and products and help take the mystery out of student loan repayment, preserving wealth, preparing for retirement and insurance policies. When we work together, we will help you identify your goals, get organized, create an action plan, and put you in the best possible position for success. Let us help you get your finances in order, as you transition from school or residency to becoming a practitioner. 
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Student Loan
Repayment Planning

Income Protection


Retirement Planning


Life Insurance

Are you interested in having our financial representatives host a dinner with you and your group to discuss these topics in more depth? Please email Jessica Banuelos at to coordinate.
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