Broker Check

7700 NE Greenwood Drive,, Suite 100, Vancouver, WA 98662

(360) 694-1266
borgstedt@wradvisors.com

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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8 Timeless Principles of Investing

Pursuing a sound financial strategy doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
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Our Associates

Wes Borgstedt

Wes Borgstedt, CMFC, CRPC. CFP®

Financial Advisor

360-619-5350

(360) 693-0146

borgstedt@wradvisors.com

Janelle Bergstrom

Janelle Bergstrom, ChFC

Financial Advisor

360-787-7481

(360) 693-0146

jbergstrom@wradvisors.com

Max Puzzo

Max Puzzo

Financial Advisor

360-787-7486

360-693-0146

mtpuzzo@wradvisors.com

Max Puzzo, associate financial advisor, brings three years of valuable experience to our team. He holds a bachelor's degree in Finance from Washington State University (Pullman) and holds both the Series 66 and Series 7 Registrations...
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Skyler Martin

Skyler Martin

Financial Advisor

360-726-5787

360-693-0146

skyler.martin@wradvisors.com

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Ronda Boespflug

Ronda Boespflug

Advisor Assistant

360-787-7490

(360) 693-0146

rboespflug@wradvisors.com

Max Borgstedt

Advisor Assistant

360-787-7482

360-693-0146

max.borgstedt@lpl.com

If it matters to you, it you matters to us.

We would love to hear about your goals and discover, with you, how we can help you pursue them. Contact us today to schedule an appointment to discuss your financial goals and strategies to pursue them.

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