Wealth Enhancement has plans to acquire Northwest Investment Counselors, an independent RIA in Lake Oswego, Ore.
The team of five advisers and three support staff oversees more than $673 million in client assets and is led by Mark Scarlett, principal, portfolio manager; Matthew Roehr, principal, portfolio manager; and Michelle Castano Garcia, principal, wealth manager.
“Wealth Enhancement is pleased to officially announce our partnership with Northwest Investment Counselors as we expand our presence in the Pacific Northwest. This collaboration not only bolsters our bench of experienced professionals but also broadens the scope of services we offer and enables us to better serve clients in the growing region,” said Jeff Dekko, CEO of Wealth Enhancement.
Founded in 1998, Northwest Investment Counselors operates under the principle “Live well, retire better.” The firm supports clients through every stage of life, from initial investing and navigating financ