What Issues Should I Consider When Reviewing My Estate Planning Documents 2021 - WBH Financial Services

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About WBH Financial

After graduating from Portland State University with a dual major in Economics and Finance, Brent Hamilton founded WBH Financial Services. While attending college, Brent assisted in his father’s income tax preparation business. This experience provided his credentials to become a Licensed Tax Consultant which allowed him to make tax consultation and preparation an integral part of his financial planning business.

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4500 Kruse Way, Ste 105, Lake Oswego, Or, 97035

Lake Oswego 503 699-9200

Toll Free 888 699-9201

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We work with clients throughout the USA.

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Investment advisory services are offered through WBH Financial Services, LLC (“WBH”) an investment advisor registered with the State of Oregon. Such services are only provided where WBH is properly registered or exempt from registration and after clients have entered into an Investment Advisory Agreement confirming the terms of the advisor client engagement and have been provided a copy of WBH’s ADV Part 2A brochure document.” DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment advisory services or performance. This website is neither a solicitation nor an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe to be reliable. However, we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are any indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.