Network·Family Office
📍 KALISPELL, MT
SEC CRD #801-132887
Lane County, Oregon - Retirement Planning and Portfolio Management Skip to content Trust in Us To Put Your Future First Schedule a Meeting Who We Are Willamette Wealth Partners Our Team Willamette Wealth Partners Willamette Wealth Partners Willamette Wealth Partners is a financial planning service and investment management firm based in Eugene, Oregon. We are a locally owned and operated business with over 25 years of collective experience in personal financial services. We are focused on providing you with a relationship that fosters growth, confidence and independence. Our Team Locke Bielefeldt Certified Financial Planner™ Read Bio Adam R Coughlin Certified Financial Planner™ Read Bio Heather Dopp Operations Manager Read Bio Empowering You To Control Your Tomorrow Learn More Making Money Decisions Our Process Our Capabilities Making Money Decisions Making Money Decisions Independent Advice As an independent, locally owned firm we are able to provide you with objective advice and fiduciary-level service. There are no proprietary products or cookie-cutter solutions here. We take our relationship with you seriously. We bear full transparency with you; giving you the comfort of knowing exactly what you’re investing in and why it’s in your best interest. Comprehensive View Helping you make smart decisions with your money is at the core of what we do. This starts with an in-depth evaluation of your current financial picture. We look at all aspects of your finances in order to gai
LOCKE P. BIELEFELDT
OWNER, CHIEF COMPLIANCE OFFICER & FINANCIAL PLANNER
📞 (406) 862-4400
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AUM
$405M
Location
KALISPELL, MT
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