Travis L. Withers, AAMS
Wealth Management Advisor
(503) 212-0112
I consider myself truly blessed to have had the opportunity to develop so many genuine and meaningful relationships with such wonderful clients. As a Wealth Management Advisor, I have the responsibility to try to help my clients protect and grow the assets they have worked so hard to accumulate. I'm forever grateful for the trust my clients have placed in me, and I will continue to work diligently to provide timely investment advice and excellent service.
I graduated from George Fox University with a degree in Economics. I spent five years as a Research Analyst at General Electric before becoming a Financial Advisor with Morgan Stanley in 2003. I was with Wells Fargo Advisors (formerly Wachovia Securities and AG Edwards) before becoming an independent advisor and forming Withers Wealth Management, LLC in 2011.
My wife Danielle and I recently relocated to Central Oregon from the valley and like many others, we wish we would have done it sooner. We are beyond excited as we continue to explore all the beauty and activities that make the Bend area so special.
OUR APPROACH IS SIMPLE.
WE LISTEN.
At Withers Wealth Management, we are not pressured to promote proprietary products and services. This important distinction sets us apart from many major banks and brokerage firms.
Our expertise is in designing and managing investment portfolios in accordance with changing market and economic conditions. We specialize in working with individuals and business owners who are interested in utilizing our experience in seeking to maximize returns while minimizing risks.
Our approach is simple. We listen. At Withers Wealth Management, we take time to understand and identify your needs and goals. After assessing your financial situation, we will create and implement a personalized plan designed to assist you in pursuing your goals. We will meet regularly to monitor our progress and our success will be measured by the achievement of your financial objectives.