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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5am Friday 9am - 5pm

Pave Advisory Team

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West Linn, OR
Pave Advisory Team

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Pave Advisory Team, Financial planner, 1660 Willamette Falls Drive, West Linn, OR.

A private wealth advisory practice of Ameriprise Financial Services, LLC

A women owned and operated private wealth advisory practice of Ameriprise Financial Services, LLC

10/28/2026

This National First Responders Day, we proudly recognize the brave men and women who dedicate their lives to protecting and serving others. Thank you for your courage, resilience, and selfless commitment to our communities.

10/26/2026

Pumpkin Fact of the Day:
Pumpkins are fruits, not vegetables. Just like knowing the difference between a fruit and a vegetable, understanding the details can make all the difference in wealth management. Smart decisions start with accurate information.

10/23/2026

When everyone needs a piece of you, your financial plan matters even more. Are you feeling caught in the middle? Let's make a plan for both sides of the sandwich.
https://bit.ly/47HEYP0

10/22/2026

As we head toward 2027, now is an important time to review your health insurance and Medicare coverage and make sure your plan still meets your needs.
One significant change for Oregonians: Providence Health Plan will no longer offer Medicare Advantage plans in 2027. Current coverage remains in place through the end of 2026. [medicareinbend.com], [providence...thplan.com]
If this change affects you or someone you know, it may be a good time to connect with a licensed health insurance or Medicare broker to understand the options available for 2027.
Not sure where to start? Reach out to our team. We’re happy to connect you with a trusted resource who can help.

10/20/2026

🍂 Year-end is approaching. Is your financial plan ready?
The final months of the year can be a great time to take a fresh look at your finances and identify opportunities before December 31.

Here are a few topics we’re discussing with clients:
• Review your 401(k) contributions. The 2026 employee contribution limit is $24,500. Those age 50+ may be eligible for an additional $8,000 catch-up contribution, while individuals turning 60–63 in 2026 may be eligible for the higher $11,250 catch-up contribution, depending on their plan.

• Consider a Roth conversion. Year-end can be a good time to evaluate whether converting some traditional retirement assets to Roth makes sense based on your income and overall tax picture.

• Review taxable investment accounts for tax-loss harvesting opportunities. Market fluctuations may provide opportunities to offset certain realized gains, depending on your individual circumstances.

• For business owners: Connect with your accountant before year-end to discuss potential deductions and Oregon pass-through entity tax planning strategies that may apply to your business.

These are just a few of the year-end planning conversations we’re having with clients. Thoughtful planning today can help position you for the year ahead.https://bit.ly/4i70q6d

10/19/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/16/2026

Today on World Food Day, we're reflecting on the importance of access to nutritious food and the power of communities coming together to help. Through volunteer efforts like our partnership with the , and years of supporting organizations such as the Oregon Food Bank, Sunshine Division, and local food banks, we're proud to give back and support food security in our communities. Every harvest, donation, and volunteer hour helps make a difference.

10/15/2026

Our world is full of everyday heroes, and recently we had the privilege of having one stop by to visit us! Even while facing her own cancer journey, continues to inspire others with her strength, resilience, and optimism. Through her advocacy and fundraising efforts, including T-shirt sales benefiting the Susan G. Komen Foundation, she is making a meaningful difference in the lives of so many. Thank you, Jules, for reminding us what courage and compassion look like in action. 💗💪

10/13/2026

Election headlines come and go.

Historically, long-term market performance has been shaped more by economic growth, earnings and interest-rate trends than by election outcomes alone. That's why a disciplined, long-term investment strategy remains so important.

If you'd like to discuss how current events may impact your financial strategy, we are here to help. https://bit.ly/4zRHiPF

10/09/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

Address

1660 Willamette Falls Drive
West Linn, OR
97068

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5am
Friday	9am - 5pm

Telephone

+15034512122

Website

https://www.ameripriseadvisors.com/team/pave-advisory-team/

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