Scarlett-Roehr-Garcia Team

5 Centerpointe Drive, Ste. 270

Lake Oswego,

OR

97035

 Scarlett Roehr Garcia Team Photo

About the Scarlett-Roehr-Garcia Team

With decades of experience, the Scarlett Roehr Garcia Team is an independent advising team that’s devoted to making decisions in your best interest. Our knowledgeable approach to portfolio management is crucial to the rigorous nature of our investment process. From managing volatility and risk to optimizing for tax efficiency, the Scarlett Roehr Garcia Team crafts portfolios to help you toward your goals. 

At the Scarlett Roehr Garcia Team, the beginning, middle, and end of our process revolves around the “I” and the “why” of each individual client. Client values and priorities underscore every aspect of what we do. Reach out today to schedule a complimentary introductory meeting. 

Wealth Enhancement Group Welcomes Northwest Investment Counselors LLC

By partnering with Wealth Enhancement, this team will be able to leverage our strengths and comprehensive service offerings so they can spend more time with their clients. With similar philosophies and values, this partnership strengthens our capabilities, deepens our resources, and improves our ability to serve our clients well for years to come.

Quick Takes from the Scarlett-Roehr-Garcia Team

Resources from our team

Topic
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In January, Fed Funds futures, which imply the market-based odds of a Fed rate move, were only pricing in one and a half rate cuts for 2025, meaning that sticky inflation and a healthy job market made aggressive economic loosening unlikely.
5/12/2025
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We want to thank each and every client for your trust in our process, for your business, and for allowing us the opportunity to manage your investments and exceed your expectations when it comes to the service you’ve grown to expect over the years.
1/30/2025
PDF
We’d like to remind you of some financial matters that should be addressed prior to year-end. We encourage you to complete year-end money movements such as required minimum distributions, gifting to individuals, and gifting of stocks to charities by December 2, 2024.
12/31/2024

Team locations

Lake Oswego, OR
5 Centerpointe Drive, Ste. 270, Lake Oswego, Oregon, 97035

Current Clients

Contact this team via email or phone at the top of the page.

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Meet with an advisor

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Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.