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Travis J. Wesley
Senior Financial Advisor | CERTIFIED FINANCIAL PLANNER®
CFP®, MPAS®, APMA®, AIF®, CRPC®, CRPS®
Summit Wealth Group15350 SW Sequoia Pkwy, Ste 150, Portland, OR 97224-7174
Broker Affiliation: PKS - Purshe Kaplan Sterling
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Millennials & GenZ
Pre-Retiree
Major Milestones I Specialize In
Early Retirement or Financial Independence
Starting a Business
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
Disclosures
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Summit Wealth Group are not affiliated companies
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.