Broker Check
(503) 273-4984
Client Login

Services

Everyone is unique. We want to understand what is important, then build a financial plan. The Scherzer Roarke Group has decades of investment management and planning experience to help with guiding your assets through the big moments and stages of your life. 

Investment Management

There is elegance in simplicity. We own stocks, bonds, and funds for the long-term focusing on investments that are dependable, durable and time-tested.

Learn more

Retirement Planning

Income and expenses. Assets and Liabilities. Retirement is more than just numbers, but having a handle on key financial elements of what life could look like in retirement can make this phase of life more enjoyable.

Learn more

     Tax       Planning

Making the most of financial resources involves recognizing and preparing for all the ways taxes can impact the future.

Learn more

 Estate   Planning

Regardless of your asset levels, an estate plan will help protect what you own, and leave your financial resources where you want them  to be. 

Learn more

Additional Educational Resources

Image for All That Matters: Shiny Signals

All That Matters: Shiny Signals

Mike and Ross discuss gold and silver, FOMO, and why disciplined investing matters more than chasing a vertical chart.

Image for Small Change

Small Change

Investing isn’t only for the wealthy. Here’s how you can turn a weekly muffin and latte into a proper nest egg.

Have a Question?

Thank you!
Oops!