Jeff Waite specializes in comprehensive financial planning and wealth management for high-net-worth professionals, physicians, and corporate executives. He has the privilege of serving companies such as Nike, Adidas, Columbia, Amazon, Google, Warner Brothers, and many more. Jeff’s ultimate mission is to help his clients feel confident and secure about their financial future and produce the best outcomes possible.

For over 35 years, he has been helping clients address the numerous and varied challenges associated with financial planning. Jeff starts by gathering a full understanding of each client’s unique vision for their lives and what is important to them. He builds upon that knowledge by getting a complete picture of their existing financial strategies and identifying inefficiencies. Jeff works extensively with his clients to formulate a specialized approach to mitigate financial risk and orient them towards reaching their financial goals and maximizing their potential.

Jeff and his team stay engaged with his clients throughout every step of the financial planning process by providing them with the knowledge, resources, and tools they need for success. He commits to building long-term professional relationships and friendships with many of them. The most rewarding part of Jeff’s work is providing motivation, expertise, and guidance to his clients so that they have a clear path forward in accomplishing their goals and achieving financial success as early in their lives as possible.

 Jeff is a Chartered Financial Consultant (ChFC), an advanced financial planning designation awarded by The American College of Financial Services. Most recently, Jeff was named to Forbes “Best-in-State” Top Financial Security Professionals list for 2022 as determined by SHOOK® Research.

 Jeff currently resides in Portland, Oregon with his wife, Victorya. He is the proud father of four wonderful children, which he views as his greatest accomplishment. When he is not working with his clients or spending time with his family, he enjoys reading, cooking, and hiking.