Merrill Lynch Financial Advisor Wendy K. Theetge

and the financial markets can change over time. That's why we regularly review your financial strategy, making adjustments as needed to help you stay on track. Whether you're planning for retirement, saving for a major purchase, or looking to pass wealth to future generations, we are here to provide guidance and support every step of the way.

As a Merrill Lynch Financial Advisor, Wendy K. Theetge is dedicated to helping clients navigate the complexities of financial planning. With a focus on building strong client relationships based on trust and personalized service, Wendy and her team at the Lake Oswego, Oregon location are committed to understanding your unique needs and goals.

With access to the global resources of Merrill Lynch, Wendy is able to offer a wide range of financial and investment-based solutions tailored to your individual risk tolerance, time horizon, and overall investment goals. From estate planning services to retirement strategies, Wendy works closely with her team to provide comprehensive financial planning services for individuals, families, trusts, and small to mid-size businesses.

Recognized for her expertise and commitment to client satisfaction, Wendy has been named to the Forbes "America's Top Women Wealth Advisors" list in April 2020 and the Forbes "America's Top Women Wealth Advisors Best-in-State" list in February 2022. With a passion for helping clients make informed financial decisions, Wendy strives to offer hope during times of disparity and joy during times of prosperity.

If you are looking for a dedicated and experienced financial advisor to help you achieve your financial goals, consider reaching out to Merrill Lynch Financial Advisor Wendy K. Theetge at the Lake Oswego, Oregon location. Whether you are planning for retirement, saving for a major purchase, or looking to pass wealth to future generations, Wendy and her team are here to provide personalized guidance and support every step of the way.