BPG Wealth Management

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BPG Wealth Management A Strategic Financial Planning Partner for Businesses and Families Securities offered through Osaic Wealth, Inc. member FINRA/SIPC.

BPG Wealth Management is a full service multi-generational financial planning firm that serves as your strategic partner in helping to create financial independence and confidence through the most crucial stages of your life. Our goal is to provide families, business owners, executives, and those looking for guidance in managing their assets with a plan to take control of their finances and feel confident about their future. Our services include financial planning, retirement services, investment advisory services, insurance solutions, and exit & succession planning for businesses. Please visit our website for more information: www.bpgnetwork.com

We are licensed to sell Securities in the following states: AK, AZ, AR, CA, CO, ID, KS, MN, MT, NV, NC, OR, VA, WA, WY. We are licensed to sell Insurance Products in the following states: AK, AZ, CA, ID, NV, OR, UT, WA. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

10/26/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

10/23/2026

Start building your child's financial future today with these key points to know about Roth IRAs.

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
10/21/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
10/19/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Are you considering a FIRE retirement? Learn the basics here.
10/16/2026

Are you considering a FIRE retirement? Learn the basics here.

This short, informative article teaches the basics of the FIRE movement.

10/14/2026

What role would taxes play in your investment decisions? Find out in this message.

10/12/2026

When was the last time you paid yourself first?

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
10/09/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

When was the last time you updated your will?

Address

10151 SE Sunnyside Road , Suite 460
Clackamas, OR
97015

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

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