Stan Lochrie

Etesian Wealth Advisors, Inc

Role: Managing Partner at Etesian Wealth Advisors, Inc
Location: Lake Oswego, OR, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Managing Partner
Etesian Wealth Advisors, Inc
Jan 2010 — Present · Lake Oswego, OR, US
Wealth AdvisoryFamily Office advisory servicesPersonsal Financial PlanningAsset managementBusiness Financial Planning

Education

The Wharton School
AIFA, Finance
2001 — 2003
Washington State University
Finance
1968 — 1971

Skills

Wealth Management
Wealth
Financial Services
Investments
Securities
Asset Managment
Investment Advisory
Strategic Financial Planning
Pensions
Financial Advisory
Estate Planning
Investment Management
Asset Management

Contact information

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Work email
•••••@etesianwa.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Etesian Wealth Advisors, Inc

Investment Management · 5 employees · Founded 2010 · Lake Oswego, Oregon, United States

We structure our wealth management practice to emphasize client relationships over transactions. Our professionals serve as your single point of contact and are directly accountable for your satisfaction. •Integrity – Our business is built upon our people. The reputation that we create in the community is based upon the efforts of how our people are seen in the community. We strive to create a work/life balance environment at work were our people enjoy coming into work and in turn make quality decisions for each client. •Commitment – Our commitment to clients is a hallmark of our practice. Although we aren’t one of the nation’s largest wealth managers, our team structure enables an intimate, client-focused approach and we have realized many long-standing client relationships as a result. The success of our wealth management practice is most evident in the confidence our clients place in us year after year and generation after generation. •Teamwork – Our team always maintains communication with each other to promote great ideas that can help you achieve your long term goals.

etesianwa.com

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Experience

Managing Partner

Education

The Wharton School

Washington State University

Skills

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