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Advance Confidently.

When it comes to financial strategy, you can follow the path offered by traditional financial planning firms or you can try something new. At McCoy Foat Wealth Management Group, we've noticed that old strategies may not work as well in new economies. So we've chosen to offer our clients an innovative financial alternative. Of course, we'll help you protect your assets and manage your wealth, but we'll do it by using financial planning tactics you probably haven't experienced with other advisors.

If you're ready to choose a new financial path with insight, strategy and collaboration, we're ready to help your financial hopes and dreams take flight.

Contact us today to get acquainted. You'll receive a complimentary portfolio assessment so you can test-drive our financial planning services – no strings attached.

McCoy Foat Wealth Management Group is a Registered Investment Advisor licensed in Oregon and may conduct business in other states where appropriate licensing or exemptions are satisfied. Advisors are dually licensed with Independent Financial Group, LLC. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

Investment products and services offered through Independent Financial Group are currently only available to residents of: Alaska (AK), Arizona (AZ), California (CA), Colorado (CO), Kansas (KS), New York (NY), Oregon (OR), and Washington (WA).

Serving veterinary professionals, medical professionals,
dental professionals and small business owners in West Linn,
Oregon City and the Portland Oregon metro area.
investment strategies — exchange traded funds — oil & gas royalties
third party money management — 1031 exchange — tax planning
insurance planning — retirement planning — college funding
estate planning — financial planning — gifting strategies

 

Advisory services offered through McCoy Foat Wealth Management Group (MFWMG). Securities and additional advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC. McCoy Foat Wealth Management Group and IFG are not affiliated. Office of Supervisory Jurisdiction:  310 N. State Street, Suite 206,  Lake Oswego OR 97034.

Consult McCoy Foat & Co CPAs for tax advice. MFWMG and IFG do not offer tax or legal advice.