Matthew Roehr
Senior Vice President, Financial Advisor
CFA®
Contact Matthew
Team Office
Matthew’s Locations
Lake Oswego, OR 97035 (503) 906-9624
About Matthew
Matt has worked in the investment industry for over 30 years, with experience in portfolio management and equity analytics at Wilshire Associates — and the valuation of private businesses at a CPA firm. He was also the co-founder of Northwest Investment Counselors in 1998. As a financial advisor with the Wealth Enhancement Group, Matt leverages his extensive understanding of fundamental and quantitative analysis to develop customized solutions to suit each client’s individual situation.
In his free time, Matt has volunteered with Habitat for Humanity, Dove Lewis Animal Hospital, and the Catholic Youth Organization.
Education
- MA - Economics, University of California, Santa Barbara
- BA - Economics, Claremont McKenna College
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Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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